Lionsbridge Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Lionsbridge Wealth Management LLC

$127 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	N/A	-54,874 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	N/A	54,874 New	54,874 $4.22 Million

Others Institutions Holding SCHX

# of Institutions

1,259

Shares Held

426M

Call Options Held

40.4K

Put Options Held

1.4K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

97.7M
Shares

$6.4 Billion
8.33% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

50.4M
Shares

$3.31 Billion
0.73% of portfolio
Creative Planning Overland Park, KS

28.3M
Shares

$1.86 Billion
1.95% of portfolio
Sei Investments CO Oaks, PA

12.7M
Shares

$833 Million
1.18% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.5M
Shares

$690 Million
24.51% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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