Team Financial Group, LLC Schwab Strategic Tr Us Small C Transaction History

Team Financial Group, LLC

$168 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$38.13 - $48.02 $38 - $48	1 Added 0.55%	184 $8.7 Million
Q3 2023 Nov 15, 2023	BUY	$40.85 - $46.1 $7,475 - $8,436	183 New	183 $7.59 Million

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$580 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$322 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$276 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$192 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$78.4 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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