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Lionshead Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lionshead Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Buy
+6,489
New +$214K 0.15% 101
2025
Q1 		– Sell
-12,976
Closed -$336K – 112
2024
Q4 		$336K Buy
+12,976
New +$345K 0.24% 83

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Lionshead Wealth Management's SCHA Position: Q2 2026 in Review

Lionshead Wealth Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,489 shares worth $234K. The stake represents 0.15% of the portfolio and ranks #101 among its holdings. This is a return to the name: Lionshead Wealth Management previously reported a position in SCHA as recently as Q4 2024.

Lionshead Wealth Management first reported a position in SCHA in Q4 2024 and has held it in 2 quarters since. The position peaked at $336K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Lionshead Wealth Management held 6,489 shares of Schwab U.S Small- Cap ETF worth $234K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Lionshead Wealth Management position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.15% of Lionshead Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Lionshead Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Lionshead Wealth Management's Schwab U.S Small- Cap ETF position peaked at $336K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.