Q2 2025 · 13F-HR
Sherwood Financial Partners, LLCholdings as filed
Filed 2025-08-12 · accession 0002056427-25-000004
$109.1M
Reported value
8
Positions
2025-06-30
Period end
The Brief · Sherwood Financial Partners, LLC · Q2 2025
AI · grounded in 13F
Sherwood Financial Partners, LLC established a new position in SCHX valued at $35.1M. The fund also initiated a new stake in BND for $35.0M. Additional new positions include SCHF at $16.1M and SCHM at $14.6M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $35.1M | 32.1% | 1,434,888 | Common | SOLE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $35.0M | 32.1% | 475,898 | Common | SOLE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $16.1M | 14.7% | 728,325 | Common | SOLE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $14.6M | 13.4% | 520,046 | Common | SOLE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $6.8M | 6.25% | 226,464 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.1M | 1.00% | 1,922 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $219,448 | 0.20% | 1,389 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $204,436 | 0.19% | 411 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.