SEC 13F Intelligence

Lionsbridge Wealth Management LLC / SCHO

Lionsbridge Wealth Management LLC’s Schwab Strategic Tr Position

Does Lionsbridge Wealth Management LLC own Schwab Strategic Tr (SCHO)? Not currently — the last reported position was 62.6K shares worth $3M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2022
Shares
62.6K
% of Portfolio
+3.56%
Quarters Held
11
position exited

Position History SCHO

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ2 ’21Q3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $3MQ3 ’22: $3MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202262.6K$3M+3.56%
Q1 202265.8K$3M+3.77%
Q4 202169.7K$4M+3.81%
Q3 202171.3K$4M+3.94%
Q2 202171.2K$4M+3.89%
Q1 202183.7K$4M+4.19%
Q4 202083.2K$4M+4.62%
Q3 202089.7K$5M+5.55%
Q2 202076.9K$4M+4.47%
Q1 202074.7K$4M+4.63%
Q4 201976.9K$4M+3.63%

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 SCHO.