Teamwork Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Teamwork Financial Advisors, LLC

$714 Million
Q1 2025

A detailed history of Teamwork Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 103,211 shares of SCHD stock, worth $2.66 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

103,211

Previous 58,339 76.92%

Holding current value

$2.66 Million

Previous $1.59 Million 78.66%

% of portfolio

0.4%

Previous 0.22%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$27.01 - $28.54 $1.21 Million - $1.28 Million	44,872 Added 76.92%	103,211 $2.85 Million
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $1 Million - $3.17 Million	37,279 Added 177.01%	58,339 $1.59 Million
Q3 2024 Oct 16, 2024	SELL	$77.02 - $85.06 $135,324 - $149,450	-1,757 Reduced 7.7%	21,060 $1.78 Million
Q2 2024 Aug 06, 2024	SELL	$75.81 - $80.15 $4.36 Million - $4.61 Million	-57,514 Reduced 71.6%	22,817 $1.77 Million
Q1 2024 Apr 19, 2024	BUY	$75.25 - $80.63 $903,752 - $968,366	12,010 Added 17.58%	80,331 $6.48 Million
Q4 2023 Jan 19, 2024	BUY	$66.9 - $76.32 $16,791 - $19,156	251 Added 0.37%	68,321 $5.2 Million
Q3 2023 Oct 31, 2023	BUY	$70.63 - $75.66 $391,855 - $419,761	5,548 Added 8.87%	68,070 $4.82 Million
Q2 2023 Jul 17, 2023	BUY	$69.18 - $73.94 $143,133 - $152,981	2,069 Added 3.42%	62,522 $4.54 Million
Q1 2023 Apr 06, 2023	BUY	$70.28 - $78.03 $2.22 Million - $2.46 Million	31,571 Added 109.31%	60,453 $4.42 Million
Q4 2022 Jan 17, 2023	BUY	$67.16 - $79.06 $441,845 - $520,135	6,579 Added 29.5%	28,882 $0
Q3 2022 Oct 12, 2022	BUY	$66.43 - $77.87 $563,724 - $660,804	8,486 Added 61.42%	22,303 $1.48 Million
Q2 2022 Jul 22, 2022	BUY	$70.31 - $80.24 $70,661 - $80,641	1,005 Added 7.84%	13,817 $990,000
Q1 2022 Apr 18, 2022	SELL	$75.14 - $81.94 $1.67 Million - $1.83 Million	-22,279 Reduced 63.49%	12,812 $1.01 Million
Q4 2021 Jan 31, 2022	BUY	$74.93 - $80.86 $23,827 - $25,713	318 Added 0.91%	35,091 $2.84 Million
Q3 2021 Oct 13, 2021	SELL	$74.23 - $78.13 $35,036 - $36,877	-472 Reduced 1.34%	34,773 $2.58 Million
Q2 2021 Jul 13, 2021	BUY	$73.32 - $77.65 $36,293 - $38,436	495 Added 1.42%	35,245 $2.67 Million
Q1 2021 Apr 12, 2021	BUY	$63.23 - $73.67 $32,373 - $37,719	512 Added 1.5%	34,750 $2.53 Million
Q4 2020 Feb 08, 2021	BUY	$54.8 - $65.16 $25,646 - $30,494	468 Added 1.39%	34,238 $2.2 Million
Q3 2020 Oct 15, 2020	SELL	$50.37 - $58.54 $42,058 - $48,880	-835 Reduced 2.41%	33,770 $1.87 Million
Q2 2020 Jul 13, 2020	BUY	$43.56 - $56.5 $164,743 - $213,683	3,782 Added 12.27%	34,605 $1.79 Million
Q1 2020 May 04, 2020	BUY	$39.5 - $59.28 $719,453 - $1.08 Million	18,214 Added 144.45%	30,823 $1.39 Million
Q4 2019 Feb 13, 2020	BUY	$52.87 - $58.15 $666,637 - $733,213	12,609 New	12,609 $730,000

Others Institutions Holding SCHD

# of Institutions

1,983

Shares Held

865M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Teamwork Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History