Vermillion Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vermillion Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.24M	Buy	165,107 +12,508	+8%	+$397K	1.23%	14
2026 Q1	$4.68M	Buy	152,599 +12,587	+9%	+$382K	1.84%	11
2025 Q4	$3.84M	Sell	140,012 -1,953	-1%	-$53.1K	1.56%	11
2025 Q3	$3.88M	Buy	141,965 +1,949	+1%	+$53.2K	1.05%	20
2025 Q2	$3.71M	Buy	140,016 +13,620	+11%	+$356K	1.77%	11
2025 Q1	$3.53M	Buy	126,396 +2,847	+2%	+$79.4K	1.04%	24
2024 Q4	$3.38M	Buy	+123,549	New	+$3.51M	1.73%	13

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Vermillion Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.2% in Q2 2026, buying an estimated $397K and bringing the position to 165,107 shares worth $5.24M. The position accounts for 1.23% of the portfolio, ranked #14.

Vermillion Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Vermillion Wealth Management held 165,107 shares of Schwab US Dividend Equity ETF worth $5.24M as of Q2 2026.
Vermillion Wealth Management bought 12,508 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $397K.
Schwab US Dividend Equity ETF made up 1.23% of Vermillion Wealth Management's portfolio in Q2 2026, its #14 holding.
Vermillion Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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