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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
2026
Q2 		$60M Buy
1,771,594
+36,113
+2% +$1.2M 3.84% 3
2026
Q1 		$50.6M Buy
1,735,481
+74,045
+4% +$2.3M 3.68% 4
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Main Street Financial Solutions increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.1% in Q2 2026, buying an estimated $1.2M and bringing the position to 1,771,594 shares worth $60M. The position accounts for 3.84% of the portfolio, ranked #3.

Main Street Financial Solutions first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. The position peaked at $60.6M in Q3 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Main Street Financial Solutions held 1,771,594 shares of Schwab US Large-Cap Growth ETF worth $60M as of Q2 2026.
  • Main Street Financial Solutions bought 36,113 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.2M.
  • Schwab US Large-Cap Growth ETF made up 3.84% of Main Street Financial Solutions's portfolio in Q2 2026, its #3 holding.
  • Main Street Financial Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Main Street Financial Solutions's Schwab US Large-Cap Growth ETF position peaked at $60.6M in Q3 2025.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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