Lionsbridge Wealth Management LLC / SCHX
Lionsbridge Wealth Management LLC’s Schwab Strategic Tr Position
Does Lionsbridge Wealth Management LLC own Schwab Strategic Tr (SCHX)? Not currently — the last reported position was 54.9K shares worth $4M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q4 2019
Shares
54.9K
% of Portfolio
+3.94%
Quarters Held
1
position exited
Position History SCHX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2019 | 54.9K | $4M | +3.94% |
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 SCHX.