The Analysis of Sherwood Financial Partners, LLC's Holdings


Currently, Sherwood Financial Partners, LLC holds 8 types of securities in its portfolio with a total value $116.0M. In the most recent quarter, they have increased their positions in BND (+12.0K shares, valued at $888.1K), SCHM (+837 shares, valued at $25.2K); decreased their positions in SCHX (-18.2K shares, valued at $490.8K), N/A (-186 shares, valued at $116.6K), SCHF (-2.0K shares, valued at $48.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR1.4M shares-1.28%2025-12-312026-02-18history
BND VANGUARD BD INDEX FDS492.0K shares2.50%2025-12-312026-02-18history
SCHF SCHWAB STRATEGIC TR719.6K shares-0.28%2025-12-312026-02-18history
SCHM SCHWAB STRATEGIC TR517.9K shares0.16%2025-12-312026-02-18history
SCHE SCHWAB STRATEGIC TR223.7K shares-0.26%2025-12-312026-02-18history
VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares-9.68%2025-12-312026-02-18history
NVDA NVIDIA CORPORATION1.4K shares0.00%2025-12-312026-02-18history
AAPL APPLE INC883 shares0.00%2025-12-312026-02-18history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available