Teamwork Financial Advisors, LLC SCHV Holdings History
Teamwork Financial Advisors, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, Teamwork Financial Advisors, LLC held 999,701.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $27.66 Mil. This investment constitutes 3.2% of their stock portfolio, and Teamwork Financial Advisors, LLC now holds 0.22% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2020Q2. And since then Teamwork Financial Advisors, LLC has made 6 purchases of SCHV, at an average price of $27.18, for a total of 1.02 Mil shares. In addition, there have been 15 sales at an average price of $60.72 for 23,122.00 shares. Based on historical transaction data and SCHV's current price of $27.83, Teamwork Financial Advisors, LLC's estimated gain on his SCHV holdings is $1.43 Mil, reflecting a 5.13% gain to date.
Teamwork Financial Advisors, LLC SCHV ($27.83) Holding Chart
Teamwork Financial Advisors, LLC SCHV ($27.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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