Ambassador Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Ambassador Advisors, LLC

  • $546 Million
  • Q1 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 16,613 shares of SCHD stock, worth $1.35 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
16,613
Previous 15,952 4.14%
Holding current value
$1.35 Million
Previous $1.21 Million 10.3%
% of portfolio
0.25%
Previous 0.27%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-77 Reduced 13.01%
515 $34,000
Q4 2021

Feb 14, 2022
SELL
N/A
-3,071 Reduced 83.84%
592 $48,000
Q3 2021

Nov 16, 2021
SELL
N/A
-327 Reduced 8.2%
3,663 $272,000
Q2 2021

Aug 16, 2021
BUY
N/A
3,851 Added 2770.5%
3,990 $302,000
Q1 2021

May 13, 2021
BUY
N/A
139 New
139 $10,000
Q4 2020

Feb 17, 2021
SELL
N/A
-139 Closed
0 $0
Q2 2020

Aug 13, 2020
SELL
N/A
-300 Reduced 68.34%
139 $7,000
Q4 2019

Jan 22, 2020
BUY
N/A
439 New
439 $25,000

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
274M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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