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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Buy	48,786 +750	+2%	+$17.9K	1.07%	33
2025 Q1	$1.03M	Sell	48,036 -42,870	-47%	-$923K	1.07%	31
2024 Q4	$2.06M	Buy	+90,906	New	+$2.06M	1.49%	20