Teamwork Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Teamwork Financial Advisors, LLC
- $774 Million
- Q2 2025
A detailed history of Teamwork Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 999,701 shares of SCHV stock, worth $28 Million. This represents 3.57% of its overall portfolio holdings.
Number of Shares
999,701
Previous 680,271
46.96%
Holding current value
$28 Million
Previous $17.9 Million
54.5%
% of portfolio
3.57%
Previous 2.51%
Shares
20 transactions
Others Institutions Holding SCHV
# of Institutions
962Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.47 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.21 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$923 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$453 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.5MShares$322 Million0.72% of portfolio