SEC 13F Intelligence

Lionsbridge Wealth Management LLC / SCHF

Lionsbridge Wealth Management LLC’s Schwab Strategic Tr Position

Does Lionsbridge Wealth Management LLC own Schwab Strategic Tr (SCHF)? Not currently — the last reported position was 78.9K shares worth $3M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2019
Shares
78.9K
% of Portfolio
+2.47%
Quarters Held
1
position exited

Position History SCHF

Reported value by quarter
Q4 ’19: $3MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201978.9K$3M+2.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of SCHF.