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Lionsbridge Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lionsbridge Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-424
Closed -$5K – 265
2019
Q4 		$5K Buy
+424
New +$4.67K ﹤0.01% 143

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

Lionsbridge Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2020, closing a stake of 424 shares — an estimated $5K sold.

Lionsbridge Wealth Management first reported a position in SCHG in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 552 funds tracked by Wall St. Rank hold SCHG as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 424 Schwab US Large-Cap Growth ETF shares in Q1 2020, an estimated $5K.
  • Lionsbridge Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $5K in Q4 2019.
  • 552 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2020.

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