Read this manager's filing book
Disclosed positions
Sherwood Financial Partners, LLC: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- SCHWAB STRATEGIC TR
- Ticker
- SCHX
- Class
- US LRG CAP ETF
- Reported value
- $40,304,974
- Reported amount
- 1,369,520
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002056427-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $40,304,974 | 1,369,520 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $37,138,853 | 505,910 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $19,129,509 | 690,596 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $18,209,282 | 493,878 | SH | None |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $7,826,830 | 215,853 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,086,533 | 1,582 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $277,925 | 1,389 | SH | None |
| APPLE INC | AAPL | COM | $255,505 | 883 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.