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Disclosery

J. Team Financial, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Team Financial, Inc. on SCHW, newest first. How the timeline and the estimate are built.

J. Team Financial, Inc. held 6,684 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,684 shares
    Change vs previous 13F +341 shares

    0.6% of the 13F portfolio, value $616,783.

    13F-HR 0002107629-26-000004 filed by J. Team Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,343 shares
    Change vs previous 13F -951 shares

    0.67% of the 13F portfolio, value $596,079.

    13F-HR 0002107629-26-000003 filed by J. Team Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,294 shares
    Change vs previous 13F +1,784 shares

    0.73% of the 13F portfolio, value $728,700.

    13F-HR 0002107629-26-000001 filed by J. Team Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,510 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $526,060.

    13F-HR 0002107629-26-000002 filed by J. Team Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).