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Vermillion Wealth Management »

Schwab Strategic Tr us aggregate b shares owned by Vermillion Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Vermillion Wealth Management from 13F filings

Historical chart of Vermillion Wealth Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Vermillion Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Vermillion Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$619k	26k	23.47
2025-06-30	$679k	29k	23.24
2025-03-31	$768k	33k	23.16
2024-12-31	$840k	37k	22.70

More positions owned by Vermillion Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Dimensional Etf Trust Core Fixed Incom (DFCF)

Schwab Short-term Bond Index Schwab Mutl Funds (SWSBX)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Vanguard World Inf Tech Etf (VGT)

Dimensional Etf Trust Global Ex Us Cor (DFGX)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Dfa Us Large Company I Equity Funds (DFUSX)

Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)

Vanguard Specialized Funds Div App Etf (VIG)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

Vanguard Tax-exempt Bond Index Admiral Bond Funds (VTEAX)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Schwab S&p 500 Index Schwab Mutl Funds (SWPPX)

View all positions for Vermillion Wealth Management

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co

Rockbridge Investment Management, LCC

Honkamp Krueger Financial Services

Ameriprise Financial

Charles Schwab Trust

Financial Engines Advisors L.L.C

Total Wealth Planning

CWM

Wealth Enhancement Advisory Services

HighTower Advisors

Envestnet Asset Management

Resources Investment Advisors

Goldman Sachs Group

Kohmann Bosshard Financial Services

BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b

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