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Vermillion Wealth Management, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vermillion Wealth Management, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Vermillion Wealth Management, Inc. held 165,107 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,107 shares
    Change vs previous 13F +12,508 shares

    1.23% of the 13F portfolio, value $5,235,533.

    13F-HR 0001398344-26-012192 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 152,599 shares
    Change vs previous 13F +12,587 shares

    1.86% of the 13F portfolio, value $4,681,738.

    13F-HR 0001398344-26-006645 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 140,012 shares
    Change vs previous 13F -1,953 shares

    1.57% of the 13F portfolio, value $3,840,525.

    13F-HR 0001398344-26-002726 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 141,965 shares
    Change vs previous 13F +1,949 shares

    1.05% of the 13F portfolio, value $3,875,657.

    13F-HR 0001398344-25-019666 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 140,016 shares
    Change vs previous 13F +13,620 shares

    1.77% of the 13F portfolio, value $3,710,431.

    13F-HR 0001398344-25-013256 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 126,396 shares
    Change vs previous 13F +2,847 shares

    1.04% of the 13F portfolio, value $3,534,027.

    13F-HR 0001398344-25-007819 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 123,549 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $3,375,352.

    13F-HR 0001398344-25-003197 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).