The Analysis of Sherwood Financial Partners, LLC's Holdings


Currently, Sherwood Financial Partners, LLC holds 9 types of securities in its portfolio with a total value $114.6M. In the most recent quarter, they have increased their positions in BND (+4.1K shares, valued at $303.4K), AAPL (+883 shares, valued at $224.8K); decreased their positions in SCHX (-12.3K shares, valued at $324.1K), SCHF (-6.7K shares, valued at $156.6K), SCHM (-3.0K shares, valued at $89.4K); initiated new positions in AAPL (+883 shares, valued at $224.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR1.4M shares-0.86%2025-09-302025-10-30history
BND VANGUARD BD INDEX FDS480.0K shares0.86%2025-09-302025-10-30history
SCHF SCHWAB STRATEGIC TR721.6K shares-0.92%2025-09-302025-10-30history
SCHM SCHWAB STRATEGIC TR517.0K shares-0.58%2025-09-302025-10-30history
SCHE SCHWAB STRATEGIC TR224.3K shares-0.98%2025-09-302025-10-30history
VOO VANGUARD INDEX FDS1.9K shares0.00%2025-09-302025-10-30history
NVDA NVIDIA CORPORATION1.4K shares0.00%2025-09-302025-10-30history
AAPL APPLE INC883 sharesnew addition2025-09-302025-10-30history
Sponsored
MSFT MICROSOFT CORP411 shares0.00%2025-09-302025-10-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available