Lionsbridge Wealth Management LLC / SCHM
Lionsbridge Wealth Management LLC’s Schwab Strategic Tr Position
Does Lionsbridge Wealth Management LLC own Schwab Strategic Tr (SCHM)? Not currently — the last reported position was 29.5K shares worth $2M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q4 2019
Shares
29.5K
% of Portfolio
+1.65%
Quarters Held
1
position exited
Position History SCHM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2019 | 29.5K | $2M | +1.65% |
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 SCHM.