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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,976
Closed -$336K 112
2024
Q4
$336K Buy
+12,976
New +$336K 0.24% 83