Ambassador Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Ambassador Advisors, LLC
- $550 Million
- Q4 2024
A detailed history of Ambassador Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ambassador Advisors, LLC holds 54,302 shares of SCHZ stock, worth $1.26 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
54,302
Previous 30,272
79.38%
Holding current value
$1.26 Million
Previous $1.44 Million
14.33%
% of portfolio
0.22%
Previous 0.25%
Shares
21 transactions
Others Institutions Holding SCHZ
# of Institutions
684Shares Held
165MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio