Ambassador Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Ambassador Advisors, LLC
- $567 Million
- Q3 2024
A detailed history of Ambassador Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ambassador Advisors, LLC holds 2,386 shares of SCHD stock, worth $66,402. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,386
Previous 11,490
79.23%
Holding current value
$66,402
Previous $893,000
77.49%
% of portfolio
0.04%
Previous 0.16%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio