Teamwork Financial Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Teamwork Financial Advisors, LLC

$731 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 31, 2023	BUY	$44.14 - $46.33 $21,981 - $23,072	498 Added 2.01%	25,213 $1.12 Million
Q2 2023 Jul 17, 2023	SELL	$45.86 - $47.33 $1.25 Million - $1.29 Million	-27,184 Reduced 52.38%	24,715 $1.14 Million
Q1 2023 Apr 06, 2023	BUY	$45.33 - $47.44 $1.7 Million - $1.78 Million	37,423 Added 258.52%	51,899 $2.43 Million
Q4 2022 Jan 17, 2023	SELL	$44.04 - $47.03 $213,285 - $227,766	-4,843 Reduced 25.07%	14,476 $0
Q3 2022 Oct 12, 2022	SELL	$44.98 - $49.09 $392,720 - $428,604	-8,731 Reduced 31.13%	19,319 $875,000
Q2 2022 Jul 22, 2022	BUY	$46.62 - $50.36 $53,613 - $57,914	1,150 Added 4.28%	28,050 $1.34 Million
Q1 2022 Apr 18, 2022	BUY	$50.05 - $53.52 $1.35 Million - $1.44 Million	26,900 New	26,900 $1.36 Million

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

94.5M

Call Options Held

100

Put Options Held

0

About SCHWAB US AGGREGATE BOND ETF

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