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Main Street Financial Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Main Street Financial Solutions’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$16.3M Sell
571,325
-32,034
-5% -$905K 1.22% 15
2025
Q3 		$16.8M Buy
603,359
+20,257
+3% +$542K 1.08% 19
2025
Q2 		$14.8M Buy
583,102
+27,415
+5% +$648K 1.07% 19
2025
Q1 		$13M Buy
555,687
+31,222
+6% +$796K 1.13% 17
2024
Q4 		$13.6M Buy
524,465
+22,157
+4% +$590K 1.34% 14
2024
Q3 		$12.9M Buy
502,308
+6,634
+1% +$165K 1.19% 14
2024
Q2 		$11.8M Buy
495,674
+28,514
+6% +$676K 1.11% 16
2024
Q1 		$11.5M Buy
467,160
+5,906
+1% +$138K 1.23% 14
2023
Q4 		$10.9M Buy
461,254
+24,494
+6% +$516K 1.41% 13
2023
Q3 		$9.05M Buy
436,760
+8,174
+2% +$179K 1.28% 15
2023
Q2 		$9.39M Buy
428,586
+26,842
+7% +$559K 1.26% 17
2023
Q1 		$8.42M Buy
401,744
+9,344
+2% +$201K 1.23% 16
2022
Q4 		$7.95M Buy
392,400
+8,574
+2% +$176K 1.25% 14
2022
Q3 		$7.25M Buy
383,826
+52,046
+16% +$1.09M 1.2% 16
2022
Q2 		$6.47M Sell
331,780
-2,548
-0.8% -$54.5K 0.84% 28
2022
Q1 		$7.92M Buy
334,328
+22,708
+7% +$536K 1.16% 16
2021
Q4 		$7.98M Buy
311,620
+12,560
+4% +$325K 1.13% 17
2021
Q3 		$7.48M Buy
299,060
+27,612
+10% +$701K 1.15% 17
2021
Q2 		$7.07M Buy
271,448
+21,608
+9% +$552K 1.14% 17
2021
Q1 		$6.22M Buy
249,840
+22,900
+10% +$563K 1.11% 20
2020
Q4 		$5.05M Buy
+226,940
New +$4.52M 1.03% 20

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Main Street Financial Solutions's SCHA Position: Q4 2025 in Review

Main Street Financial Solutions reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.3% in Q4 2025, selling an estimated $905K and leaving 571,325 shares worth $16.3M. The position accounts for 1.22% of the portfolio, ranked #15.

Main Street Financial Solutions first reported a position in SCHA in Q4 2020 and has held it in 21 quarters since. The position peaked at $16.8M in Q3 2025. 1,238 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Main Street Financial Solutions held 571,325 shares of Schwab U.S Small- Cap ETF worth $16.3M as of Q4 2025.
  • Main Street Financial Solutions sold 32,034 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $905K.
  • Schwab U.S Small- Cap ETF made up 1.22% of Main Street Financial Solutions's portfolio in Q4 2025, its #15 holding.
  • Main Street Financial Solutions first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Main Street Financial Solutions's Schwab U.S Small- Cap ETF position peaked at $16.8M in Q3 2025.
  • 1,238 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.