Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sherwood Financial Partners, LLC (CIK 2056427) reported $124.2M across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($40.3M, 32.44%), BND ($37.1M, 29.90%), SCHF ($19.1M, 15.40%), SCHM ($18.2M, 14.66%), SCHE ($7.8M, 6.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $40.3M | 32.44% | 1.4M | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $37.1M | 29.90% | 505,910 | Added |
| 3 | SCHF | SCHWAB STRATEGIC TR | $19.1M | 15.40% | 690,596 | Added |
| 4 | SCHM | SCHWAB STRATEGIC TR | $18.2M | 14.66% | 493,878 | Trimmed |
| 5 | SCHE | SCHWAB STRATEGIC TR | $7.8M | 6.30% | 215,853 | Added |
| 6 | VOO | VANGUARD INDEX FDS | $1.1M | 0.87% | 1,582 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $277,925 | 0.22% | 1,389 | Hold |
| 8 | AAPL | APPLE INC | $255,505 | 0.21% | 883 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30