Ambassador Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Ambassador Advisors, LLC

$546 Million
Q1 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 417,022 shares of SCHQ stock, worth $13.8 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

417,022

Previous 413,419 0.87%

Holding current value

$13.8 Million

Previous $14.5 Million 3.01%

% of portfolio

2.58%

Previous 3.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$33.47 - $38.38 $28.5 Million - $32.6 Million	850,189 New	850,189 $30 Million

Others Institutions Holding SCHQ

# of Institutions

Shares Held

13M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
Industry ETFs

More about SCHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ambassador Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ambassador Advisors, LLC with notifications on news.

Account

Ambassador Advisors, LLC Schwab Strategic Tr Long Term Transaction History