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Schwab Strategic Tr shares owned by Vermillion Wealth Management

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

Historical chart of Vermillion Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Vermillion Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $255k 2.5k 100.49

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)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard World Inf Tech Etf (VGT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Apple (AAPL)

View all positions for Vermillion Wealth Management

Top funds holding Schwab Strategic Tr

Wolfstich Capital
North Berkeley Wealth Management
Holistic Planning
Jane Street
Savant Capital Management
Addison Capital
Tower Research Capital
WealthPlan Investment Management
Encompass More Asset Management
We Are One Seven
Bleakley Financial Group
Luken Investment Analytics
Crumly & Associates
UBS Group
Belpointe Asset Management

View all funds holding Schwab Strategic Tr