SFP
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$35.1M Sell
1,434,888
-25,313
-2% -$619K 32.13% 1
2025
Q1 		$32.2M Buy
1,460,201
+20,837
+1% +$460K 31.29% 2
2024
Q4 		$33.4M Buy
+1,439,364
New +$33.4M 33.12% 1