Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$18,453
-$10,210 QoQ
Shares Held
200
-34.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#641
of 690 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vermillion Wealth Management, Inc. holds $408,535 across 7 Capital Markets names. SCHW ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
225 | $227,557 | |
| 2 | IREN |
IREN Ltd
|
1,947 | $89,036 | |
| 3 | WULF |
Terawulf Inc.
|
2,417 | $59,699 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
200 | $18,453 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
110 | $11,030 | |
| 6 | PIPR |
Piper Sandler Companies
|
28 | $2,025 | |
| 7 | DEFT |
Defi Technologies, Inc.
|
1,430 | $735 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,453 | 200 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $28,663 | 305 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $19,982 | 200 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $21,480 | 225 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $18,248 | 200 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $15,656 | 200 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $14,802 | 200 | Shares | Sole | 2025-02-21 | |
| No filing history on record for this holder in this stock. | ||||||