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Lionsbridge Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lionsbridge Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-219
Closed -$4K – 263
2019
Q4 		$4K Buy
+219
New +$4.1K ﹤0.01% 154

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Lionsbridge Wealth Management's SCHD Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2020, closing a stake of 219 shares — an estimated $4K sold.

Lionsbridge Wealth Management first reported a position in SCHD in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 646 funds tracked by Wall St. Rank hold SCHD as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 219 Schwab US Dividend Equity ETF shares in Q1 2020, an estimated $4K.
  • Lionsbridge Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Schwab US Dividend Equity ETF position peaked at $4K in Q4 2019.
  • 646 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.