Lionshead Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Lionshead Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82M	Buy	62,911 +1,255	+2%	+$35.1K	1.18%	27
2026 Q1	$1.55M	Buy	61,656 +15,000	+32%	+$394K	1.14%	29
2025 Q4	$1.22M	Sell	46,656 -2,130	-4%	-$55.4K	0.92%	34
2025 Q3	$1.25M	Hold	48,786	–	–	0.99%	32
2025 Q2	$1.16M	Buy	48,786 +750	+2%	+$16.5K	1.07%	33
2025 Q1	$1.03M	Sell	48,036 -42,870	-47%	-$975K	1.07%	31
2024 Q4	$2.06M	Buy	+90,906	New	+$2.08M	1.49%	20

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Lionshead Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 2% in Q2 2026, buying an estimated $35.1K and bringing the position to 62,911 shares worth $1.82M. The position accounts for 1.18% of the portfolio, ranked #27.

Lionshead Wealth Management first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.06M in Q4 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Lionshead Wealth Management held 62,911 shares of Schwab US Broad Market ETF worth $1.82M as of Q2 2026.
Lionshead Wealth Management bought 1,255 Schwab US Broad Market ETF shares in Q2 2026, an estimated $35.1K.
Schwab US Broad Market ETF made up 1.18% of Lionshead Wealth Management's portfolio in Q2 2026, its #27 holding.
Lionshead Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's Schwab US Broad Market ETF position peaked at $2.06M in Q4 2024.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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