Ambassador Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Ambassador Advisors, LLC

  • $567 Million
  • Q3 2024

A detailed history of Ambassador Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ambassador Advisors, LLC holds 7,960 shares of SCHB stock, worth $185,945. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,960
Previous 7,960 -0.0%
Holding current value
$185,945
Previous $500,000 5.8%
% of portfolio
0.09%
Previous 0.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$54.61 - $61.05 $163 - $183
-3 Reduced 0.04%
7,960 $485,000
Q4 2023

Feb 14, 2024
SELL
$47.61 - $55.91 $63,273 - $74,304
-1,329 Reduced 14.3%
7,963 $443,000
Q3 2023

Nov 14, 2023
SELL
$49.59 - $53.57 $148 - $160
-3 Reduced 0.03%
9,292 $463,000
Q2 2023

Aug 14, 2023
SELL
$47.08 - $51.7 $128,575 - $141,192
-2,731 Reduced 22.71%
9,295 $480,000
Q1 2023

May 15, 2023
SELL
$44.47 - $49.23 $714,410 - $790,879
-16,065 Reduced 57.19%
12,026 $575,000
Q4 2022

Feb 14, 2023
SELL
$41.94 - $47.81 $101,704 - $115,939
-2,425 Reduced 7.95%
28,091 $1.26 Million
Q3 2022

Nov 18, 2022
SELL
$41.99 - $50.63 $339,615 - $409,495
-8,088 Reduced 20.95%
30,516 $1.28 Million
Q2 2022

Aug 12, 2022
SELL
$42.93 - $53.98 $7,126 - $8,960
-166 Reduced 0.43%
38,604 $1.71 Million
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $971,105 - $1.12 Million
19,758 Added 103.92%
38,770 $2.07 Million
Q4 2021

Feb 14, 2022
SELL
$51.87 - $56.86 $14,679 - $16,091
-283 Reduced 1.47%
19,012 $2.15 Million
Q3 2021

Nov 16, 2021
BUY
$51.32 - $54.83 $9,391 - $10,033
183 Added 0.96%
19,295 $2 Million
Q2 2021

Aug 16, 2021
BUY
$48.92 - $52.14 $8,903 - $9,489
182 Added 0.96%
19,112 $1.99 Million
Q1 2021

May 13, 2021
BUY
$44.89 - $48.81 $849,767 - $923,973
18,930 New
18,930 $1.83 Million
Q4 2020

Feb 17, 2021
SELL
$39.03 - $45.5 $834,071 - $972,335
-21,370 Closed
0 $0
Q3 2020

Nov 13, 2020
SELL
$36.93 - $42.52 $337,872 - $389,015
-9,149 Reduced 29.98%
21,370 $1.7 Million
Q2 2020

Aug 13, 2020
SELL
$28.84 - $38.49 $288,169 - $384,592
-9,992 Reduced 24.66%
30,519 $2.24 Million
Q1 2020

May 12, 2020
SELL
$26.18 - $40.44 $107,416 - $165,925
-4,103 Reduced 9.2%
40,511 $2.45 Million
Q4 2019

Jan 22, 2020
SELL
$34.47 - $38.58 $54,669 - $61,187
-1,586 Reduced 3.43%
44,614 $3.43 Million
Q3 2019

Nov 15, 2019
BUY
$35.32 - $36.13 $1.63 Million - $1.67 Million
46,200 New
46,200 $3.28 Million

Others Institutions Holding SCHB

# of Institutions
1,200
Shares Held
288M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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