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Schwab U S Small Cap ETF shares owned by Lionshead Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Lionshead Wealth Management from 13F filings

Historical chart of Lionshead Wealth Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Lionshead Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Lionshead Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $235k 6.5k 36.13

More positions owned by Lionshead Wealth Management

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Series Trust ST STR P500GRW (SPYG)
Janus Detroit Str Tr Henderson Mtg (JMBS)
T Rowe Price Exchange-traded Price Grw Stock (TGRW)
Spdr Series Trust St Term High Etf (SJNK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wisdomtree Tr Us Midcap Fund (EZM)
Advanced Micro Devices (AMD)

View all positions for Lionshead Wealth Management

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Creative Planning
UBS Group
Financial Engines Advisors L.L.C
HPM Partners
Advisory Alpha
Mariner Wealth Advisors
Savant Capital Management
Wealth Enhancement Advisory Services
LPL Financial
Steele Capital Management
Jones Financial Companies, L.L

View all funds holding Schwab U S Small Cap ETF