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Teamwork Financial Advisors, LLC: SCHD position timeline

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

Teamwork Financial Advisors, LLC held 63,486 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,486 shares
    Change vs previous 13F +1,032 shares

    0.19% of the 13F portfolio, value $2,013,135.

    13F-HR 0002085853-26-000654 filed by Teamwork Financial Advisors, 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 62,454 shares
    Change vs previous 13F +2,096 shares

    0.21% of the 13F portfolio, value $1,916,081.

    13F-HR 0002085853-26-000320 filed by Teamwork Financial Advisors, 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 60,358 shares
    Change vs previous 13F -5,648 shares

    0.18% of the 13F portfolio, value $1,655,605.

    13F-HR 0002085853-26-000022 filed by Teamwork Financial Advisors, 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 66,006 shares
    Change vs previous 13F -4,662 shares

    0.2% of the 13F portfolio, value $1,801,954.

    13F-HR 0002085853-25-000028 filed by Teamwork Financial Advisors, 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 70,668 shares
    Change vs previous 13F -32,543 shares

    0.23% of the 13F portfolio, value $1,872,632.

    13F-HR 0001667731-25-000735 filed by Teamwork Financial Advisors, 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 103,211 shares
    Change vs previous 13F +44,872 shares

    0.4% of the 13F portfolio, value $2,885,745.

    13F-HR 0001667731-25-000392 filed by Teamwork Financial Advisors, 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 58,339 shares
    Change vs previous 13F +37,279 shares

    0.21% of the 13F portfolio, value $1,593,814.

    13F-HR 0001667731-25-000048 filed by Teamwork Financial Advisors, 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 21,060 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,780,108.

    13F-HR 0001629931-24-000005 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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