Team Financial Group, LLC Schwab Short Term Us Treasury Transaction History

Team Financial Group, LLC

$216 Billion
Q3 2025

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 23,800 shares of SCHO stock, worth $579,530. This represents 0.27% of its overall portfolio holdings.

Number of Shares

23,800

Previous 20,523 15.97%

Holding current value

$579,530

Previous $500 Million 16.07%

% of portfolio

0.27%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$24.23 - $24.42 $79,401 - $80,024	3,277 Added 15.97%	23,800 $581 Million
Q2 2025 Jul 21, 2025	BUY	$24.19 - $24.45 $59,192 - $59,829	2,447 Added 13.54%	20,523 $500 Million
Q1 2025 Apr 22, 2025	SELL	$24.1 - $24.34 $2,651 - $2,677	-110 Reduced 0.6%	18,076 $440 Million
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

# of Institutions

707

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Team Financial Group, LLC Schwab Short Term Us Treasury Transaction History