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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
2025
Q1 		– Sell
-12,976
Closed -$336K – 112
2024
Q4 		$336K Buy
+12,976
New +$345K 0.24% 83

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lionshead Wealth Management's SCHA Position: Q1 2025 in Review

Lionshead Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 12,976 shares — an estimated $336K sold.

Lionshead Wealth Management first reported a position in SCHA in Q4 2024 and held it in 1 quarter. The position peaked at $336K in Q4 2024. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Lionshead Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 12,976 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $336K.
  • Lionshead Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and held it in 1 quarter.
  • Lionshead Wealth Management's Schwab U.S Small- Cap ETF position peaked at $336K in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Lionshead Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.