Vermillion Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.8K	Sell	1,025 -9,601	-90%	-$232K	0.01%	836
2026 Q1	$258K	Sell	10,626 -641	-6%	-$15.6K	0.1%	85
2025 Q4	$275K	Buy	11,267 +9,010	+399%	+$220K	0.11%	80
2025 Q3	$55.1K	Sell	2,257 -2,801	-55%	-$68.2K	0.01%	541
2025 Q2	$123K	Sell	5,058 -547	-10%	-$13.3K	0.06%	113
2025 Q1	$136K	Buy	5,605 +119	+2%	+$2.88K	0.04%	263
2024 Q4	$132K	Buy	+5,486	New	+$133K	0.07%	109

Other funds holding SCHO

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Vermillion Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 90% in Q2 2026, selling an estimated $232K and leaving 1,025 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #836.

Vermillion Wealth Management first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $275K in Q4 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Vermillion Wealth Management held 1,025 shares of Schwab Short-Term US Treasury ETF worth $24.8K as of Q2 2026.
Vermillion Wealth Management sold 9,601 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $232K.
Schwab Short-Term US Treasury ETF made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #836 holding.
Vermillion Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $275K in Q4 2025.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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