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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

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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. 400 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.
  • 400 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.