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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

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Vermillion Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 47% in Q2 2026, selling an estimated $1.38M and leaving 54,290 shares worth $1.6M. The position accounts for 0.37% of the portfolio, ranked #38.

Vermillion Wealth Management first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.68M in Q4 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Vermillion Wealth Management held 54,290 shares of Schwab US Large- Cap ETF worth $1.6M as of Q2 2026.
  • Vermillion Wealth Management sold 48,294 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.38M.
  • Schwab US Large- Cap ETF made up 0.37% of Vermillion Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Vermillion Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Schwab US Large- Cap ETF position peaked at $2.68M in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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