Vermillion & White Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Vermillion & White Wealth Management Group, LLC

$176 Billion
Q3 2025

A detailed history of Vermillion & White Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vermillion & White Wealth Management Group, LLC holds 1,478 shares of SCHD stock, worth $40,260. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,478

Previous 3,018 51.03%

Holding current value

$40,260

Previous $80 Million 49.55%

% of portfolio

0.02%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 25, 2025	SELL	$26.38 - $27.95 $40,625 - $43,043	-1,540 Reduced 51.03%	1,478 $40.3 Million
Q2 2025 Aug 12, 2025	SELL	$24.32 - $27.87 $2.47 Million - $2.83 Million	-101,563 Reduced 97.11%	3,018 $80 Million
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $2.76 Million - $2.92 Million	102,337 Added 4560.47%	104,581 $2.92 Billion
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $40,287 - $127,085	1,496 Added 200.0%	2,244 $61.3 Million
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $56,287 - $60,311	748 New	748 $60.3 Million

Others Institutions Holding SCHD

# of Institutions

2,055

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vermillion & White Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vermillion & White Wealth Management Group, LLC with notifications on news.

Account

Vermillion & White Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History