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Disclosery

Sherwood Financial Partners, LLC: SCHF position timeline

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

Sherwood Financial Partners, LLC held 690,596 SCHF 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 690,596 shares
    Change vs previous 13F +962 shares

    15.4% of the 13F portfolio, value $19,129,509.

    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 689,634 shares
    Change vs previous 13F -29,963 shares

    15.09% of the 13F portfolio, value $17,068,442.

    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 719,597 shares
    Change vs previous 13F -2,003 shares

    14.91% of the 13F portfolio, value $17,299,112.

    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 721,600 shares
    Change vs previous 13F -6,725 shares

    14.65% of the 13F portfolio, value $16,798,848.

    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 728,325 shares
    Change vs previous 13F -41,987 shares

    14.75% of the 13F portfolio, value $16,095,982.

    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 770,312 shares
    Change vs previous 13F +6,687 shares

    14.79% of the 13F portfolio, value $15,236,771.

    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 763,625 shares
    Change vs previous 13F not available

    14.02% of the 13F portfolio, value $14,127,063.

    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).