Teamwork Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Teamwork Financial Advisors, LLC

$720 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$37.88 - $48.01 $804,343 - $1.02 Million	-21,234 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$44.42 - $51.73 $607,754 - $707,769	13,682 Added 181.17%	21,234 $1.01 Million
Q4 2021 Jan 31, 2022	BUY	$48.64 - $55.07 $50,536 - $57,217	1,039 Added 15.95%	7,552 $773,000
Q3 2021 Oct 13, 2021	BUY	$48.3 - $52.49 $45,595 - $49,550	944 Added 16.95%	6,513 $652,000
Q2 2021 Jul 13, 2021	SELL	$48.39 - $52.91 $57,342 - $62,698	-1,185 Reduced 17.55%	5,569 $580,000
Q1 2021 Apr 12, 2021	SELL	$43.89 - $52.63 $158,223 - $189,731	-3,605 Reduced 34.8%	6,754 $673,000
Q4 2020 Feb 08, 2021	SELL	$34.66 - $45.17 $69,978 - $91,198	-2,019 Reduced 16.31%	10,359 $922,000
Q3 2020 Oct 15, 2020	BUY	$32.09 - $36.38 $28,239 - $32,014	880 Added 7.65%	12,378 $846,000
Q2 2020 Jul 13, 2020	BUY	$23.59 - $35.22 $271,237 - $404,959	11,498 New	11,498 $751,000

Others Institutions Holding SCHA

# of Institutions

1,144

Shares Held

146M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$617 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$343 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$293 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$204 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$83.4 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Teamwork Financial Advisors, LLC with notifications on news.