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

Vermillion 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 		$37.2K Buy
1,283
+18
+1% +$504 0.01% 714
2026
Q1 		$31.7K Buy
1,265
+7
+0.6% +$184 0.01% 254
2025
Q4 		$33K Sell
1,258
-149
-11% -$3.88K 0.01% 236
2025
Q3 		$36.2K Buy
1,407
+3
+0.2% +$74 0.01% 670
2025
Q2 		$33.4K Buy
1,404
+4
+0.3% +$88 0.02% 212
2025
Q1 		$30.1K Buy
1,400
+24
+2% +$546 0.01% 610
2024
Q4 		$31.2K Buy
+1,376
New +$31.4K 0.02% 217

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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

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

Vermillion Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 1.4% in Q2 2026, buying an estimated $504 and bringing the position to 1,283 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #714.

Vermillion Wealth Management first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Vermillion Wealth Management held 1,283 shares of Schwab US Broad Market ETF worth $37.2K as of Q2 2026.
  • Vermillion Wealth Management bought 18 Schwab US Broad Market ETF shares in Q2 2026, an estimated $504.
  • Schwab US Broad Market ETF made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #714 holding.
  • Vermillion Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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