Ambassador Advisors, LLC

SEC CIK: 0001695078
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by Ambassador Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q2 2026): 3,956
Value: $365.1K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of SCHW by Ambassador Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,956	$365.1K	<0.1%	−8−0.2%	Reduced	Holders
Q1 2026	3,964	$372.6K	0.1%	+13+0.3%	Added	Holders
Q4 2025	3,951	$394.7K	0.1%	−8−0.2%	Reduced	Holders
Q3 2025	3,959	$377.9K	0.1%	+12+0.3%	Added	Holders
Q2 2025	3,947	$360.2K	0.1%	−6,006−60.3%	Reduced	Holders
Q1 2025	9,953	$779.2K	0.1%	00.0%	Unchanged	Holders
Q4 2024	9,953	$736.7K	0.1%	−867−8.0%	Reduced	Holders
Q3 2024	10,820	$701.2K	0.1%	−348−3.1%	Reduced	Holders
Q2 2024	11,168	$823.0K	0.1%	−765−6.4%	Reduced	Holders
Q1 2024	11,933	$863.2K	0.2%	+852+7.7%	Added	Holders
Q4 2023	11,081	$691.1K	0.2%	−244−2.2%	Reduced	Holders
Q3 2023	11,325	$611.1K	0.1%	−17−0.1%	Reduced	Holders
Q2 2023	11,342	$726.8K	0.2%	−827−6.8%	Reduced	Holders
Q1 2023	12,169	$580.8K	0.1%	−1,149−8.6%	Reduced	Holders
Q4 2022	13,318	$1.11M	0.2%	+94+0.7%	Added	Holders
Q3 2022	13,224	$950.0K	0.2%	−3,038−18.7%	Reduced	Holders
Q2 2022	16,262	$1.03M	0.2%	+194+1.2%	Added	Holders
Q1 2022	16,068	$1.35M	0.3%	+226+1.4%	Added	Holders
Q4 2021	15,842	$1.33M	0.3%	−194−1.2%	Reduced	Holders
Q3 2021	16,036	$1.17M	0.2%	+777+5.1%	Added	Holders
Q2 2021	15,259	$1.11M	0.2%	−36−0.2%	Reduced	Holders
Q1 2021	15,295	$997.0K	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.