Skip to content
Disclosery

Sherwood Financial Partners, LLC: SCHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sherwood Financial Partners, LLC on SCHE, newest first. How the timeline and the estimate are built.

Sherwood Financial Partners, LLC held 215,853 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,853 shares
    Change vs previous 13F +1,168 shares

    6.3% of the 13F portfolio, value $7,826,830.

    13F-HR 0002056427-26-000003 filed by Sherwood Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 214,685 shares
    Change vs previous 13F -8,992 shares

    6.25% of the 13F portfolio, value $7,073,871.

    13F-HR 0002056427-26-000002 filed by Sherwood Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 223,677 shares
    Change vs previous 13F -573 shares

    6.31% of the 13F portfolio, value $7,325,422.

    13F-HR 0002056427-26-000001 filed by Sherwood Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 224,250 shares
    Change vs previous 13F -2,214 shares

    6.53% of the 13F portfolio, value $7,483,222.

    13F-HR 0002056427-25-000005 filed by Sherwood Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 226,464 shares
    Change vs previous 13F -8,251 shares

    6.25% of the 13F portfolio, value $6,825,625.

    13F-HR 0002056427-25-000004 filed by Sherwood Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 234,715 shares
    Change vs previous 13F +2,580 shares

    6.28% of the 13F portfolio, value $6,471,093.

    13F-HR 0002056427-25-000002 filed by Sherwood Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 232,135 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $6,181,755.

    13F-HR 0002056427-25-000001 filed by Sherwood Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).