A detailed history of Team Financial Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Team Financial Group, LLC holds 18,186 shares of SCHO stock, worth $440,464. This represents 0.25% of its overall portfolio holdings.

Number of Shares
18,186
Previous 8,776 107.22%
Holding current value
$440,464
Previous $430 Million 1.79%
% of portfolio
0.25%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$24.06 - $48.88 $226,404 - $459,960
9,410 Added 107.22%
18,186 $438 Million
Q3 2024

Oct 23, 2024

BUY
$47.93 - $49.06 $23,389 - $23,941
488 Added 5.89%
8,776 $430 Million
Q2 2024

Aug 13, 2024

BUY
$47.75 - $48.13 $4,249 - $4,283
89 Added 1.09%
8,288 $399 Million
Q1 2024

May 10, 2024

BUY
$48.05 - $48.63 $196,620 - $198,993
4,092 Added 99.63%
8,199 $395 Million
Q4 2023

Feb 14, 2024

BUY
$47.66 - $48.45 $195,739 - $198,984
4,107 New
4,107 $199 Million

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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.