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Disclosery

Sherwood Financial Partners, LLC: SCHX position timeline

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

Sherwood Financial Partners, LLC held 1,369,520 SCHX 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 1,369,520 shares
    Change vs previous 13F -3,164 shares

    32.44% of the 13F portfolio, value $40,304,974.

    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 1,372,684 shares
    Change vs previous 13F -31,663 shares

    31.12% of the 13F portfolio, value $35,195,618.

    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 1,404,347 shares
    Change vs previous 13F -18,237 shares

    32.57% of the 13F portfolio, value $37,790,978.

    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 1,422,584 shares
    Change vs previous 13F -12,304 shares

    32.68% of the 13F portfolio, value $37,470,863.

    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 1,434,888 shares
    Change vs previous 13F -25,313 shares

    32.13% of the 13F portfolio, value $35,068,663.

    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 1,460,201 shares
    Change vs previous 13F +20,837 shares

    31.29% of the 13F portfolio, value $32,241,238.

    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 1,439,364 shares
    Change vs previous 13F not available

    33.12% of the 13F portfolio, value $33,364,458.

    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).