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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-88,398
Closed -$1.77M 267
2019
Q4
$1.77M Buy
+88,398
New +$1.77M 1.65% 17