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Disclosery

Team Financial Group, LLC: SCHG position timeline

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

Team Financial Group, LLC held 557,480 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 557,480 shares
    Change vs previous 13F +40,659 shares

    8.01% of the 13F portfolio, value $18,865,108.

    13F-HR 0001845163-26-000003 filed by Team Financial Group, LLC
    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 516,821 shares
    Change vs previous 13F +34,331 shares

    6.83% of the 13F portfolio, value $15,055,010.

    13F-HR 0001845163-26-000002 filed by Team Financial Group, LLC
    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 482,490 shares
    Change vs previous 13F +5,855 shares

    7.14% of the 13F portfolio, value $15,738,824.

    13F-HR 0001845163-26-000001 filed by Team Financial Group, LLC
    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 476,635 shares
    Change vs previous 13F +5,241 shares

    7.05% of the 13F portfolio, value $15,209,423.

    13F-HR 0001845163-25-000007 filed by Team Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 471,394 shares
    Change vs previous 13F +41,033 shares

    6.77% of the 13F portfolio, value $13,769,425.

    13F-HR 0001845163-25-000005 filed by Team Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 430,361 shares
    Change vs previous 13F +33,865 shares

    6.22% of the 13F portfolio, value $10,776,230.

    13F-HR 0001845163-25-000004 filed by Team Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 396,496 shares
    Change vs previous 13F +305,716 shares

    6.34% of the 13F portfolio, value $11,050,358.

    13F-HR 0001845163-25-000001 filed by Team Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 90,780 shares
    Change vs previous 13F not available

    5.62% of the 13F portfolio, value $9,457,438.

    13F-HR 0001845163-24-000005 filed by Team Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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