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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
2026
Q2 		$21.7M Buy
600,008
+14,818
+3% +$490K 1.39% 11
2026
Q1 		$17M Buy
585,190
+13,865
+2% +$416K 1.24% 13
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 $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Main Street Financial Solutions's SCHA Position: Q2 2026 in Review

Main Street Financial Solutions increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.5% in Q2 2026, buying an estimated $490K and bringing the position to 600,008 shares worth $21.7M. The position accounts for 1.39% of the portfolio, ranked #11.

Main Street Financial Solutions first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Main Street Financial Solutions held 600,008 shares of Schwab U.S Small- Cap ETF worth $21.7M as of Q2 2026.
  • Main Street Financial Solutions bought 14,818 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $490K.
  • Schwab U.S Small- Cap ETF made up 1.39% of Main Street Financial Solutions's portfolio in Q2 2026, its #11 holding.
  • Main Street Financial Solutions first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.