SFP
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Sherwood Financial Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sherwood Financial Partners’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,723
Closed -$434K – 10
2025
Q1 		$434K Sell
18,723
-2,104
-10% -$48.7K 0.42% 7
2024
Q4 		$473K Buy
+20,827
New +$473K 0.47% 6