A detailed history of Team Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Team Financial Group, LLC holds 90,780 shares of SCHG stock, worth $2.54 Million. This represents 5.62% of its overall portfolio holdings.

Number of Shares
90,780
Previous 86,915 4.45%
Holding current value
$2.54 Million
Previous $8.76 Billion 7.91%
% of portfolio
5.62%
Previous 5.63%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$92.63 - $105.69 $358,014 - $408,491
3,865 Added 4.45%
90,780 $9.46 Billion
Q2 2024

Aug 13, 2024

BUY
$87.04 - $101.61 $788,582 - $920,586
9,060 Added 11.64%
86,915 $8.76 Billion
Q1 2024

May 10, 2024

BUY
$80.6 - $93.32 $4.42 Million - $5.12 Million
54,876 Added 238.81%
77,855 $7.22 Billion
Q4 2023

Feb 14, 2024

BUY
$70.08 - $83.37 $659,312 - $784,344
9,408 Added 69.32%
22,979 $1.91 Billion
Q3 2023

Nov 15, 2023

BUY
$71.99 - $78.02 $976,976 - $1.06 Million
13,571 New
13,571 $987 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Team Financial Group, LLC Portfolio

Follow Team Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Team Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Team Financial Group, LLC with notifications on news.