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 $64,612. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,386
Previous 11,490 79.23%
Holding current value
$64,612
Previous $893,000 77.49%
% of portfolio
0.04%
Previous 0.16%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$77.02 - $85.06 $701,190 - $774,386
-9,104 Reduced 79.23%
2,386 $201,000
Q2 2024

Aug 14, 2024

SELL
$75.81 - $80.15 $388,374 - $410,608
-5,123 Reduced 30.84%
11,490 $893,000
Q1 2024

May 15, 2024

BUY
$75.25 - $80.63 $49,740 - $53,296
661 Added 4.14%
16,613 $1.34 Million
Q4 2023

Feb 14, 2024

SELL
$66.9 - $76.32 $14,784 - $16,866
-221 Reduced 1.37%
15,952 $1.21 Million
Q3 2023

Nov 14, 2023

SELL
$70.63 - $75.66 $109,688 - $117,499
-1,553 Reduced 8.76%
16,173 $1.14 Million
Q2 2023

Aug 14, 2023

BUY
$69.18 - $73.94 $689,240 - $736,664
9,963 Added 128.34%
17,726 $1.29 Million
Q1 2023

May 15, 2023

BUY
$70.28 - $78.03 $509,389 - $565,561
7,248 Added 1407.38%
7,763 $567,000
Q3 2022

Nov 18, 2022

SELL
$66.43 - $77.87 $5,115 - $5,995
-77 Reduced 13.01%
515 $34,000
Q4 2021

Feb 14, 2022

SELL
$74.93 - $80.86 $230,110 - $248,321
-3,071 Reduced 83.84%
592 $48,000
Q3 2021

Nov 16, 2021

SELL
$74.23 - $78.13 $24,273 - $25,548
-327 Reduced 8.2%
3,663 $272,000
Q2 2021

Aug 16, 2021

BUY
$73.32 - $77.65 $282,355 - $299,030
3,851 Added 2770.5%
3,990 $302,000
Q1 2021

May 13, 2021

BUY
$63.23 - $73.67 $8,788 - $10,240
139 New
139 $10,000
Q4 2020

Feb 17, 2021

SELL
$54.8 - $65.16 $7,617 - $9,057
-139 Closed
0 $0
Q2 2020

Aug 13, 2020

SELL
$43.56 - $56.5 $13,068 - $16,950
-300 Reduced 68.34%
139 $7,000
Q4 2019

Jan 22, 2020

BUY
$52.87 - $58.15 $23,209 - $25,527
439 New
439 $25,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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