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Sherwood Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sherwood Financial Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.3M Sell
1,369,520
-3,164
-0.2% -$90.3K 32.44% 1
2026
Q1 		$35.2M Sell
1,372,684
-31,663
-2% -$849K 31.12% 2
2025
Q4 		$37.8M Sell
1,404,347
-18,237
-1% -$487K 32.57% 1
2025
Q3 		$37.5M Sell
1,422,584
-12,304
-0.9% -$312K 32.68% 1
2025
Q2 		$35.1M Sell
1,434,888
-25,313
-2% -$572K 32.13% 1
2025
Q1 		$32.2M Buy
1,460,201
+20,837
+1% +$485K 31.29% 2
2024
Q4 		$33.4M Buy
+1,439,364
New +$33.5M 33.12% 1

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Sherwood Financial Partners's SCHX Position: Q2 2026 in Review

Sherwood Financial Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.23% in Q2 2026, selling an estimated $90.3K and leaving 1,369,520 shares worth $40.3M. The position accounts for 32.44% of the portfolio, ranked #1.

Sherwood Financial Partners first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sherwood Financial Partners held 1,369,520 shares of Schwab US Large- Cap ETF worth $40.3M as of Q2 2026.
  • Sherwood Financial Partners sold 3,164 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $90.3K.
  • Schwab US Large- Cap ETF made up 32.44% of Sherwood Financial Partners's portfolio in Q2 2026, its #1 holding.
  • Sherwood Financial Partners first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sherwood Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.