Vermillion Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$729K	Sell	21,535 -4,893	-19%	-$162K	0.17%	67
2026 Q1	$770K	Buy	26,428 +86	+0.3%	+$2.67K	0.3%	42
2025 Q4	$859K	Buy	26,342 +2,146	+9%	+$69.8K	0.35%	40
2025 Q3	$772K	Buy	24,196 +1,535	+7%	+$46.8K	0.21%	58
2025 Q2	$662K	Buy	22,661 +2,263	+11%	+$59.8K	0.32%	39
2025 Q1	$511K	Sell	20,398 -1,295	-6%	-$35.5K	0.15%	72
2024 Q4	$605K	Buy	+21,693	New	+$593K	0.31%	39

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

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

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

Vermillion Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 19% in Q2 2026, selling an estimated $162K and leaving 21,535 shares worth $729K. The position accounts for 0.17% of the portfolio, ranked #67.

Vermillion Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $859K in Q4 2025. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Vermillion Wealth Management held 21,535 shares of Schwab US Large-Cap Growth ETF worth $729K as of Q2 2026.
Vermillion Wealth Management sold 4,893 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $162K.
Schwab US Large-Cap Growth ETF made up 0.17% of Vermillion Wealth Management's portfolio in Q2 2026, its #67 holding.
Vermillion Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $859K in Q4 2025.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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