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 $27.9 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares

999,701

Previous 680,271 46.96%

Holding current value

$27.9 Million

Previous $17.9 Million 54.5%

% of portfolio

3.57%

Previous 2.51%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$23.55 - $27.67 $7.52 Million - $8.84 Million	319,430 Added 46.96%	999,701 $27.7 Million
Q1 2025 Apr 10, 2025	BUY	$25.77 - $27.6 $17.5 Million - $18.8 Million	680,271 New	680,271 $17.9 Million
Q3 2024 Oct 16, 2024	SELL	$73.43 - $80.37 $9,913 - $10,849	-135 Reduced 4.46%	2,893 $232,000
Q2 2024 Aug 06, 2024	SELL	$71.74 - $75.86 $55,741 - $58,943	-777 Reduced 20.42%	3,028 $224,000
Q1 2024 Apr 19, 2024	SELL	$68.82 - $75.98 $19,131 - $21,122	-278 Reduced 6.81%	3,805 $289,000
Q4 2023 Jan 19, 2024	SELL	$61.16 - $70.24 $243,539 - $279,695	-3,982 Reduced 49.37%	4,083 $286,000
Q3 2023 Oct 31, 2023	BUY	$64.45 - $69.39 $17,014 - $18,318	264 Added 3.38%	8,065 $519,000
Q2 2023 Jul 17, 2023	SELL	$63.33 - $67.21 $23,875 - $25,338	-377 Reduced 4.61%	7,801 $523,000
Q1 2023 Apr 06, 2023	SELL	$62.59 - $69.3 $22,782 - $25,225	-364 Reduced 4.26%	8,178 $536,000
Q4 2022 Jan 17, 2023	SELL	$59.13 - $69.24 $16,615 - $19,456	-281 Reduced 3.18%	8,542 $0
Q3 2022 Oct 12, 2022	BUY	$58.51 - $69.02 $585 - $690	10 Added 0.11%	8,823 $516,000
Q2 2022 Jul 22, 2022	SELL	$60.93 - $72.3 $48,195 - $57,189	-791 Reduced 8.24%	8,813 $550,000
Q1 2022 Apr 18, 2022	SELL	$67.71 - $74.19 $182,410 - $199,867	-2,694 Reduced 21.91%	9,604 $686,000
Q4 2021 Jan 31, 2022	SELL	$67.9 - $73.3 $37,345 - $40,315	-550 Reduced 4.28%	12,298 $900,000
Q3 2021 Oct 13, 2021	SELL	$66.91 - $71.05 $53,996 - $57,337	-807 Reduced 5.91%	12,848 $867,000
Q2 2021 Jul 13, 2021	SELL	$65.81 - $69.75 $172,948 - $183,303	-2,628 Reduced 16.14%	13,655 $934,000
Q1 2021 Apr 12, 2021	SELL	$58.71 - $65.66 $229,145 - $256,270	-3,903 Reduced 19.34%	16,283 $1.06 Million
Q4 2020 Feb 08, 2021	SELL	$50.83 - $59.53 $135,309 - $158,468	-2,662 Reduced 11.65%	20,186 $1.2 Million
Q3 2020 Oct 15, 2020	BUY	$49.44 - $54.86 $98,830 - $109,665	1,999 Added 9.59%	22,848 $1.19 Million
Q2 2020 Jul 13, 2020	BUY	$42.21 - $55.29 $880,036 - $1.15 Million	20,849 New	20,849 $1.05 Million

Others Institutions Holding SCHV

# of Institutions

935

Shares Held

337M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Teamwork Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History