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Main Street Financial Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Main Street Financial Solutions’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.4M Sell
215,260
-2,219
-1% -$58.2K 0.39% 52
2025
Q4 		$5.7M Sell
217,479
-113,288
-34% -$2.95M 0.43% 54
2025
Q3 		$8.5M Buy
330,767
+10,176
+3% +$252K 0.55% 43
2025
Q2 		$7.64M Sell
320,591
-25,347
-7% -$558K 0.55% 41
2025
Q1 		$7.45M Buy
345,938
+17,836
+5% +$406K 0.65% 38
2024
Q4 		$7.45M Sell
328,102
-6,989
-2% -$160K 0.73% 30
2024
Q3 		$7.43M Sell
335,091
-12,858
-4% -$275K 0.68% 31
2024
Q2 		$7.29M Sell
347,949
-366
-0.1% -$7.42K 0.69% 30
2024
Q1 		$7.09M Buy
348,315
+11,892
+4% +$230K 0.76% 27
2023
Q4 		$6.24M Buy
336,423
+1,617
+0.5% +$27.9K 0.81% 26
2023
Q3 		$5.56M Buy
334,806
+7,119
+2% +$123K 0.79% 27
2023
Q2 		$5.65M Buy
327,687
+624
+0.2% +$10.2K 0.76% 27
2023
Q1 		$5.22M Sell
327,063
-62,826
-16% -$982K 0.76% 24
2022
Q4 		$5.82M Buy
389,889
+38,832
+11% +$584K 0.92% 20
2022
Q3 		$4.91M Sell
351,057
-162,162
-32% -$2.52M 0.81% 27
2022
Q2 		$7.56M Buy
513,219
+125,991
+33% +$2.02M 0.98% 25
2022
Q1 		$6.89M Sell
387,228
-22,446
-5% -$394K 1.01% 19
2021
Q4 		$7.72M Sell
409,674
-18,240
-4% -$336K 1.09% 18
2021
Q3 		$7.41M Sell
427,914
-33,540
-7% -$597K 1.14% 19
2021
Q2 		$8.02M Sell
461,454
-7,248
-2% -$123K 1.3% 14
2021
Q1 		$7.55M Buy
468,702
+52,884
+13% +$834K 1.35% 13
2020
Q4 		$6.31M Buy
+415,818
New +$5.92M 1.29% 16

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Main Street Financial Solutions's SCHB Position: Q1 2026 in Review

Main Street Financial Solutions reduced its Schwab US Broad Market ETF (SCHB) stake by 1% in Q1 2026, selling an estimated $58.2K and leaving 215,260 shares worth $5.4M. The position accounts for 0.39% of the portfolio, ranked #52.

Main Street Financial Solutions first reported a position in SCHB in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.5M in Q3 2025. 1,311 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Main Street Financial Solutions held 215,260 shares of Schwab US Broad Market ETF worth $5.4M as of Q1 2026.
  • Main Street Financial Solutions sold 2,219 Schwab US Broad Market ETF shares in Q1 2026, an estimated $58.2K.
  • Schwab US Broad Market ETF made up 0.39% of Main Street Financial Solutions's portfolio in Q1 2026, its #52 holding.
  • Main Street Financial Solutions first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Main Street Financial Solutions's Schwab US Broad Market ETF position peaked at $8.5M in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Main Street Financial Solutions's 13F filing for Q1 2026, filed 29 Jul 2026.