Skip to content
Disclosery

Sherwood Financial Partners, LLC: SCHM position timeline

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

Sherwood Financial Partners, LLC held 493,878 SCHM 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 493,878 shares
    Change vs previous 13F -1,665 shares

    14.66% of the 13F portfolio, value $18,209,282.

    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 495,543 shares
    Change vs previous 13F -22,325 shares

    13.57% of the 13F portfolio, value $15,342,011.

    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 517,868 shares
    Change vs previous 13F +837 shares

    13.42% of the 13F portfolio, value $15,572,291.

    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 517,031 shares
    Change vs previous 13F -3,015 shares

    13.37% of the 13F portfolio, value $15,324,799.

    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 520,046 shares
    Change vs previous 13F +10,011 shares

    13.37% of the 13F portfolio, value $14,587,290.

    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 510,035 shares
    Change vs previous 13F +8,454 shares

    12.97% of the 13F portfolio, value $13,362,917.

    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 501,581 shares
    Change vs previous 13F not available

    13.8% of the 13F portfolio, value $13,898,810.

    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).