Vermillion Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$441K	Sell	17,891 -4,151	-19%	-$103K	0.1%	86
2026 Q1	$549K	Sell	22,042 -4,004	-15%	-$100K	0.22%	50
2025 Q4	$653K	Sell	26,046 -2,321	-8%	-$58.4K	0.27%	48
2025 Q3	$713K	Sell	28,367 -3,161	-10%	-$79K	0.19%	61
2025 Q2	$789K	Sell	31,528 -7,709	-20%	-$191K	0.38%	32
2025 Q1	$975K	Sell	39,237 -3,858	-9%	-$94.5K	0.29%	49
2024 Q4	$1.05M	Buy	+43,095	New	+$1.06M	0.54%	31

Other funds holding SCHR

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

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

Vermillion Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 19% in Q2 2026, selling an estimated $103K and leaving 17,891 shares worth $441K. The position accounts for 0.1% of the portfolio, ranked #86.

Vermillion Wealth Management first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2024. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Vermillion Wealth Management held 17,891 shares of Schwab Intermediately-Term US Treasury ETF worth $441K as of Q2 2026.
Vermillion Wealth Management sold 4,151 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $103K.
Schwab Intermediately-Term US Treasury ETF made up 0.1% of Vermillion Wealth Management's portfolio in Q2 2026, its #86 holding.
Vermillion Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $1.05M in Q4 2024.
101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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