Vermillion Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$423K	Sell	18,287 -36,196	-66%	-$838K	0.1%	90
2026 Q1	$1.27M	Sell	54,483 -2,020	-4%	-$47.3K	0.5%	33
2025 Q4	$1.32M	Buy	56,503 +30,141	+114%	+$708K	0.54%	25
2025 Q3	$619K	Sell	26,362 -2,872	-10%	-$66.7K	0.17%	69
2025 Q2	$679K	Sell	29,234 -3,931	-12%	-$90.2K	0.32%	38
2025 Q1	$768K	Sell	33,165 -3,846	-10%	-$88.1K	0.23%	57
2024 Q4	$840K	Buy	+37,011	New	+$855K	0.43%	32

Other funds holding SCHZ

CST

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

KBFS

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

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

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

Vermillion Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 66% in Q2 2026, selling an estimated $838K and leaving 18,287 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #90.

Vermillion Wealth Management first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2025. 206 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Vermillion Wealth Management held 18,287 shares of Schwab US Aggregate Bond ETF worth $423K as of Q2 2026.
Vermillion Wealth Management sold 36,196 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $838K.
Schwab US Aggregate Bond ETF made up 0.1% of Vermillion Wealth Management's portfolio in Q2 2026, its #90 holding.
Vermillion Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Schwab US Aggregate Bond ETF position peaked at $1.32M in Q4 2025.
206 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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