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

Vermillion 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
2026 Q2	$275K	Sell	7,621 -2,143	-22%	-$70.8K	0.06%	137
2026 Q1	$284K	Sell	9,764 -83	-0.8%	-$2.49K	0.11%	84
2025 Q4	$280K	Sell	9,847 -305	-3%	-$8.61K	0.11%	79
2025 Q3	$283K	Sell	10,152 -1,491	-13%	-$39.9K	0.08%	128
2025 Q2	$295K	Sell	11,643 -1,507	-11%	-$35.6K	0.14%	65
2025 Q1	$308K	Sell	13,150 -1,759	-12%	-$44.8K	0.09%	107
2024 Q4	$386K	Buy	+14,909	New	+$397K	0.2%	53

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Vermillion Wealth Management's SCHA Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 22% in Q2 2026, selling an estimated $70.8K and leaving 7,621 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #137.

Vermillion Wealth Management first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $386K in Q4 2024. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Vermillion Wealth Management held 7,621 shares of Schwab U.S Small- Cap ETF worth $275K as of Q2 2026.
Vermillion Wealth Management sold 2,143 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $70.8K.
Schwab U.S Small- Cap ETF made up 0.06% of Vermillion Wealth Management's portfolio in Q2 2026, its #137 holding.
Vermillion Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Schwab U.S Small- Cap ETF position peaked at $386K in Q4 2024.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.