Vermillion & White Wealth Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,526	Closed	-$41.9K	–	423
2025 Q4	$41.9K	Buy	1,526 +48	+3%	+$1.3K	0.02%	167
2025 Q3	$40.3K	Sell	1,478 -1,540	-51%	-$42K	0.02%	175
2025 Q2	$80K	Sell	3,018 -101,563	-97%	-$2.65M	0.05%	102
2025 Q1	$2.92M	Buy	104,581 +102,337	+4,560%	+$2.85M	2.12%	11
2024 Q4	$61.3K	Hold	2,244	–	–	0.05%	122
2024 Q3	$63.2K	Hold	2,244	–	–	0.05%	113
2024 Q2	$58.2K	Hold	2,244	–	–	0.04%	118
2024 Q1	$60.3K	Buy	+2,244	New	+$58K	0.05%	109

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vermillion & White Wealth Management Group's SCHD Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 1,526 shares — an estimated $41.9K sold.

Vermillion & White Wealth Management Group first reported a position in SCHD in Q1 2024 and held it in 8 quarters. The position peaked at $2.92M in Q1 2025. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 1,526 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $41.9K.
Vermillion & White Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 8 quarters.
Vermillion & White Wealth Management Group's Schwab US Dividend Equity ETF position peaked at $2.92M in Q1 2025.
2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.