LWM
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Lionsbridge Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lionsbridge Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-329,244
Closed -$4.22M – 269
2019
Q4 		$4.22M Buy
+329,244
New +$4.22M 3.94% 6