VWM
SCHV

Vermillion Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Vermillion Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52K Sell
1,495
-129
-8% -$4.25K 0.01% 593
2026
Q1 		$49.5K Sell
1,624
-398
-20% -$12.4K 0.02% 208
2025
Q4 		$59.9K Buy
2,022
+11
+0.5% +$322 0.02% 184
2025
Q3 		$58.5K Sell
2,011
-74
-4% -$2.1K 0.02% 526
2025
Q2 		$57.7K Sell
2,085
-8
-0.4% -$210 0.03% 165
2025
Q1 		$55.6K Sell
2,093
-713
-25% -$19.1K 0.02% 488
2024
Q4 		$73.2K Buy
+2,806
New +$75.8K 0.04% 152

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Vermillion Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 7.9% in Q2 2026, selling an estimated $4.25K and leaving 1,495 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #593.

Vermillion Wealth Management first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.2K in Q4 2024. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Vermillion Wealth Management held 1,495 shares of Schwab US Large-Cap Value ETF worth $52K as of Q2 2026.
  • Vermillion Wealth Management sold 129 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $4.25K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #593 holding.
  • Vermillion Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Schwab US Large-Cap Value ETF position peaked at $73.2K in Q4 2024.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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