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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.6M	Sell	54,290 -48,294	-47%	-$1.38M	0.37%	38
2026 Q1	$2.63M	Buy	102,584 +3,085	+3%	+$82.8K	1.03%	18
2025 Q4	$2.68M	Buy	99,499 +33,769	+51%	+$902K	1.09%	16
2025 Q3	$1.73M	Buy	65,730 +1,031	+2%	+$26.2K	0.47%	30
2025 Q2	$1.58M	Buy	64,699 +725	+1%	+$16.4K	0.75%	19
2025 Q1	$1.41M	Sell	63,974 -584	-0.9%	-$13.6K	0.41%	33
2024 Q4	$1.5M	Buy	+64,558	New	+$1.5M	0.77%	19

Other funds holding SCHX

Wealth Enhancement Advisory Services

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

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return