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

Team Financial Group, LLC

  • $220 Billion
  • Q4 2025

A detailed history of Team Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Team Financial Group, LLC holds 482,490 shares of SCHG stock, worth $15.6 Million. This represents 7.14% of its overall portfolio holdings.

Number of Shares
482,490
Previous 476,635 1.23%
Holding current value
$15.6 Million
Previous $15.2 Billion 3.48%
% of portfolio
7.14%
Previous 7.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$31.41 - $33.69 $183,905 - $197,254
5,855 Added 1.23%
482,490 $15.7 Billion
Q3 2025

Oct 06, 2025
BUY
$28.92 - $32.19 $151,569 - $168,707
5,241 Added 1.11%
476,635 $15.2 Billion
Q2 2025

Jul 21, 2025
BUY
$22.27 - $29.21 $913,804 - $1.2 Million
41,033 Added 9.53%
471,394 $13.8 Billion
Q1 2025

Apr 22, 2025
BUY
$24.91 - $29.02 $843,577 - $982,762
33,865 Added 8.54%
430,361 $10.8 Billion
Q4 2024

Jan 17, 2025
BUY
$25.93 - $105.3 $7.93 Million - $32.2 Million
305,716 Added 336.77%
396,496 $11.1 Billion
Q3 2024

Oct 23, 2024
BUY
$92.63 - $105.69 $358,014 - $408,491
3,865 Added 4.45%
90,780 $9.46 Billion
Q2 2024

Aug 13, 2024
BUY
$87.04 - $101.61 $788,582 - $920,586
9,060 Added 11.64%
86,915 $8.76 Billion
Q1 2024

May 10, 2024
BUY
$80.6 - $93.32 $4.42 Million - $5.12 Million
54,876 Added 238.81%
77,855 $7.22 Billion
Q4 2023

Feb 14, 2024
BUY
$70.08 - $83.37 $659,312 - $784,344
9,408 Added 69.32%
22,979 $1.91 Billion
Q3 2023

Nov 15, 2023
BUY
$71.99 - $78.02 $976,976 - $1.06 Million
13,571 New
13,571 $987 Million

Others Institutions Holding SCHG

# of Institutions
1,696
Shares Held
860M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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