LWM
SCHH icon

Lionsbridge Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Lionsbridge Wealth Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6
Closed – – 266
2019
Q4 		$0 Buy
+6
New +$140 ﹤0.01% 328

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

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

Lionsbridge Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 6 shares.

Lionsbridge Wealth Management first reported a position in SCHH in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 399 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 6 Schwab US REIT ETF shares in Q1 2020.
  • Lionsbridge Wealth Management first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Schwab US REIT ETF position peaked at $0 in Q4 2019.
  • 399 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

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