Team Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Team Financial Group, LLC

$173 Billion
Q1 2025

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 430,361 shares of SCHG stock, worth $10.9 Million. This represents 6.22% of its overall portfolio holdings.

Number of Shares

430,361

Previous 396,496 8.54%

Holding current value

$10.9 Million

Previous $11.1 Billion 2.48%

% of portfolio

6.22%

Previous 6.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$24.91 - $29.02 $843,577 - $982,762	33,865 Added 8.54%	430,361 $10.8 Billion
Q4 2024 Jan 17, 2025	BUY	$25.93 - $105.3 $7.93 Million - $32.2 Million	305,716 Added 336.77%	396,496 $11.1 Billion
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

# of Institutions

1,491

Shares Held

709M

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Team Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History