MSFS
Main Street Financial Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.64M | Sell |
320,591
-25,347
| -7% | -$604K | 0.55% | 41 |
|
|
2025
Q1 | $7.45M | Buy |
345,938
+17,836
| +5% | +$384K | 0.65% | 38 |
|
|
2024
Q4 | $7.45M | Buy |
328,102
+216,405
| +194% | +$4.91M | 0.73% | 30 |
|
|
2024
Q3 | $7.43M | Sell |
111,697
-4,286
| -4% | -$285K | 0.68% | 31 |
|
|
2024
Q2 | $7.29M | Sell |
115,983
-122
| -0.1% | -$7.67K | 0.69% | 30 |
|
|
2024
Q1 | $7.09M | Buy |
116,105
+3,964
| +4% | +$242K | 0.76% | 27 |
|
|
2023
Q4 | $6.24M | Buy |
112,141
+539
| +0.5% | +$30K | 0.81% | 26 |
|
|
2023
Q3 | $5.56M | Buy |
111,602
+2,373
| +2% | +$118K | 0.79% | 27 |
|
|
2023
Q2 | $5.65M | Buy |
109,229
+208
| +0.2% | +$10.8K | 0.76% | 27 |
|
|
2023
Q1 | $5.22M | Sell |
109,021
-20,942
| -16% | -$1M | 0.76% | 24 |
|
|
2022
Q4 | $5.82M | Buy |
129,963
+12,944
| +11% | +$580K | 0.92% | 20 |
|
|
2022
Q3 | $4.91M | Sell |
117,019
-54,054
| -32% | -$2.27M | 0.81% | 27 |
|
|
2022
Q2 | $7.56M | Buy |
171,073
+41,997
| +33% | +$1.86M | 0.98% | 25 |
|
|
2022
Q1 | $6.89M | Buy |
129,076
+60,797
| +89% | +$3.25M | 1.01% | 19 |
|
|
2021
Q4 | $7.72M | Sell |
68,279
-3,040
| -4% | -$344K | 1.09% | 18 |
|
|
2021
Q3 | $7.41M | Sell |
71,319
-5,590
| -7% | -$581K | 1.14% | 19 |
|
|
2021
Q2 | $8.02M | Sell |
76,909
-1,208
| -2% | -$126K | 1.3% | 14 |
|
|
2021
Q1 | $7.56M | Buy |
78,117
+8,814
| +13% | +$852K | 1.35% | 13 |
|
|
2020
Q4 | $6.31M | Buy |
+69,303
| New | +$6.31M | 1.29% | 16 |
|