Ambassador Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Ambassador Advisors, LLC

  • $567 Million
  • Q3 2024

A detailed history of Ambassador Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Ambassador Advisors, LLC holds 411,046 shares of SCHQ stock, worth $13.3 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares
411,046
Previous 419,591 2.04%
Holding current value
$13.3 Million
Previous $13.8 Million 4.47%
% of portfolio
2.54%
Previous 2.51%

Shares

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

Nov 14, 2024
SELL
$32.17 - $35.98 $274,892 - $307,449
-8,545 Reduced 2.04%
411,046 $14.4 Million
Q2 2024

Aug 14, 2024
BUY
$31.45 - $33.71 $80,795 - $86,600
2,569 Added 0.62%
419,591 $13.8 Million
Q1 2024

May 15, 2024
BUY
$32.9 - $35.0 $118,538 - $126,105
3,603 Added 0.87%
417,022 $14.1 Million
Q4 2023

Feb 14, 2024
SELL
$29.71 - $35.56 $3.65 Million - $4.37 Million
-122,889 Reduced 22.91%
413,419 $14.5 Million
Q3 2023

Nov 14, 2023
SELL
$31.58 - $36.29 $17.6 Million - $20.3 Million
-558,153 Reduced 51.0%
536,308 $17 Million
Q2 2023

Aug 14, 2023
BUY
$35.48 - $38.22 $12.4 Million - $13.4 Million
349,868 Added 46.99%
1,094,461 $39.7 Million
Q1 2023

May 15, 2023
SELL
$35.08 - $38.26 $3.7 Million - $4.04 Million
-105,596 Reduced 12.42%
744,593 $27.9 Million
Q4 2022

Feb 14, 2023
BUY
$32.86 - $38.38 $27.9 Million - $32.6 Million
850,189 New
850,189 $30 Million

Others Institutions Holding SCHQ

# of Institutions
102
Shares Held
14.8M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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