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 77,855 shares of SCHG stock, worth $8.13 Million. This represents 4.86% of its overall portfolio holdings.

Number of Shares
77,855
Previous 22,979 238.81%
Holding current value
$8.13 Million
Previous $1.91 Billion 278.67%
% of portfolio
4.86%
Previous 1.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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.