Teamwork Financial Advisors, LLC SCHV holdings history
SCHWAB US LARGE-CAP VALUE · CUSIP 808524409 · CIK 1629931
As of Dec 31, 2025, Teamwork Financial Advisors, LLC reported 7.18K SCHV (shares), valued at $212.72K, or 0.02% of its reported non-derivative portfolio. Filed Jan 9, 2026.
Verify history & sources →A comparable prior-quarter record is unavailable; changes are not inferred.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | 0.02% | 7,184 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | 3.39% | 999,701 | SEC filing ↗Filed Jul 7, 2025 |
| Q1 2025 | 2.49% | 680,271 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | 0.03% | 2,893 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 0.03% | 3,028 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 0.04% | 3,805 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 0.05% | 4,083 | SEC filing ↗Filed Jan 19, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.05% | 4,083 | $286.24K | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 0.04% | 3,805 | $289.04K | Shares decreased 6.81%; reported value increased 0.98%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 0.03% | 3,028 | $224.29K | Shares decreased 20.42%; reported value decreased 22.40%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 0.03% | 2,893 | $232.49K | Shares decreased 4.46%; reported value increased 3.66%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | 2.49% | 680,271 | $18.08M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 3.39% | 999,701 | $27.66M | Shares increased 46.96%; reported value increased 52.98%, and weight changed +0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 2025 |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | 0.02% | 7,184 | $212.72K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
Take these holdings further.
This page includes 11 of 11 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.