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Schwab S&p 500 Select shares owned by Vermillion Wealth Management

Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Vermillion Wealth Management from 13F filings

Historical chart of Vermillion Wealth Management investment in Schwab S&p 500 Select

Tip: Access up to 7 years of quarterly data

All positions including Schwab S&p 500 Select 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 S&p 500 Select by Vermillion Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 265k 17.27
2025-03-31 $4.0M 46k 86.41

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 S&p 500 Select

Ferguson Wellman Capital Management
Dumont & Blake Investment Advisors
Vermillion Wealth Management
Ethos Financial Group
Coston, McIsaac & Partners
Front Street Capital Management
Neville Rodie & Shaw
Williams Jones Wealth Management
North Star Asset Management
Edgar Lomax Company
Staley Capital Advisers
Hurley Capital
Jackson Wealth Management
Moody Lynn & Co/
Carret Asset Management

View all funds holding Schwab S&p 500 Select