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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,723
Closed -$434K – 10
2025
Q1 		$434K Sell
18,723
-2,104
-10% -$48.2K 0.42% 7
2024
Q4 		$473K Buy
+20,827
New +$481K 0.47% 6

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Sherwood Financial Partners's SCHZ Position: Q2 2025 in Review

Sherwood Financial Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 18,723 shares — an estimated $434K sold.

Sherwood Financial Partners first reported a position in SCHZ in Q4 2024 and held it in 2 quarters. The position peaked at $473K in Q4 2024. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Sherwood Financial Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sherwood Financial Partners sold 18,723 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $434K.
  • Sherwood Financial Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Sherwood Financial Partners's Schwab US Aggregate Bond ETF position peaked at $473K in Q4 2024.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Sherwood Financial Partners's 13F filing for Q2 2025, filed 12 Aug 2025.