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Lionsbridge Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lionsbridge Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-88,398
Closed -$1.77M – 267
2019
Q4 		$1.77M Buy
+88,398
New +$1.71M 1.65% 17

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

Lionsbridge Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 88,398 shares — an estimated $1.77M sold.

Lionsbridge Wealth Management first reported a position in SCHM in Q4 2019 and held it in 1 quarter. The position peaked at $1.77M in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 88,398 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $1.77M.
  • Lionsbridge Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Schwab US Mid-Cap ETF position peaked at $1.77M in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

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