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Main Street Financial Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Main Street Financial Solutions’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$54.2M Sell
1,661,436
-238,692
-13% -$7.76M 4.06% 2
2025
Q3 		$60.6M Buy
1,900,128
+48,467
+3% +$1.48M 3.89% 2
2025
Q2 		$54.1M Buy
1,851,661
+125,638
+7% +$3.32M 3.92% 2
2025
Q1 		$43.2M Sell
1,726,023
-5,812
-0.3% -$159K 3.75% 3
2024
Q4 		$48.3M Buy
1,731,835
+94,023
+6% +$2.57M 4.76% 2
2024
Q3 		$42.7M Buy
1,637,812
+33,436
+2% +$841K 3.91% 4
2024
Q2 		$40.4M Buy
1,604,376
+52,296
+3% +$1.23M 3.81% 2
2024
Q1 		$36M Sell
1,552,080
-18,528
-1% -$410K 3.84% 3
2023
Q4 		$32.6M Buy
1,570,608
+17,376
+1% +$336K 4.21% 2
2023
Q3 		$28.2M Buy
1,553,232
+42,864
+3% +$807K 4% 3
2023
Q2 		$28.3M Buy
1,510,368
+68,800
+5% +$1.18M 3.81% 3
2023
Q1 		$23.5M Buy
1,441,568
+57,664
+4% +$875K 3.44% 3
2022
Q4 		$19.2M Buy
1,383,904
+126,192
+10% +$1.81M 3.03% 3
2022
Q3 		$17.5M Buy
1,257,712
+204,296
+19% +$3.2M 2.89% 3
2022
Q2 		$15.3M Buy
1,053,416
+2,528
+0.2% +$40.4K 1.97% 16
2022
Q1 		$19.7M Buy
1,050,888
+71,000
+7% +$1.29M 2.88% 4
2021
Q4 		$20.1M Buy
979,888
+41,248
+4% +$824K 2.84% 4
2021
Q3 		$17.4M Buy
938,640
+86,088
+10% +$1.64M 2.67% 3
2021
Q2 		$15.6M Buy
852,552
+32,320
+4% +$559K 2.51% 3
2021
Q1 		$13.3M Buy
820,232
+256,992
+46% +$4.18M 2.37% 4
2020
Q4 		$9.04M Buy
+563,240
New +$8.54M 1.85% 8

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Main Street Financial Solutions reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q4 2025, selling an estimated $7.76M and leaving 1,661,436 shares worth $54.2M. The position accounts for 4.06% of the portfolio, ranked #2.

Main Street Financial Solutions first reported a position in SCHG in Q4 2020 and has held it in 21 quarters since. The position peaked at $60.6M in Q3 2025. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Main Street Financial Solutions held 1,661,436 shares of Schwab US Large-Cap Growth ETF worth $54.2M as of Q4 2025.
  • Main Street Financial Solutions sold 238,692 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $7.76M.
  • Schwab US Large-Cap Growth ETF made up 4.06% of Main Street Financial Solutions's portfolio in Q4 2025, its #2 holding.
  • Main Street Financial Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Main Street Financial Solutions's Schwab US Large-Cap Growth ETF position peaked at $60.6M in Q3 2025.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

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