Vermillion & White Wealth Management Group’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,010	Closed	-$101K	–	424
2025 Q4	$101K	Buy	1,010 +99	+11%	+$9.39K	0.05%	98
2025 Q3	$87K	Buy	911 +45	+5%	+$4.27K	0.05%	107
2025 Q2	$79K	Sell	866 -2	-0.2%	-$167	0.05%	104
2025 Q1	$67.9K	Sell	868 -41	-5%	-$3.22K	0.05%	102
2024 Q4	$67.3K	Hold	909	–	–	0.05%	112
2024 Q3	$58.9K	Sell	909 -17	-2%	-$1.12K	0.04%	119
2024 Q2	$68.2K	Hold	926	–	–	0.05%	108
2024 Q1	$67K	Hold	926	–	–	0.05%	102
2023 Q4	$63.7K	Buy	+926	New	+$53.5K	0.06%	77

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vermillion & White Wealth Management Group sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 1,010 shares — an estimated $101K sold.

Vermillion & White Wealth Management Group first reported a position in SCHW in Q4 2023 and held it in 9 quarters. The position peaked at $101K in Q4 2025. 2,332 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 1,010 Charles Schwab shares in Q1 2026, an estimated $101K.
Vermillion & White Wealth Management Group first reported a position in Charles Schwab in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's Charles Schwab position peaked at $101K in Q4 2025.
2,332 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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