MSFS
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Main Street Financial Solutions’s Schwab 1000 Index ETF SCHK Stock Holding History

Main Street Financial Solutions’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$13.6M Buy
413,934
+2,587
+0.6% +$84.2K 1.02% 20
2025
Q3 		$13.2M Buy
411,347
+16,526
+4% +$512K 0.85% 25
2025
Q2 		$11.8M Buy
394,821
+54,677
+16% +$1.51M 0.85% 27
2025
Q1 		$9.16M Buy
340,144
+36,755
+12% +$1.04M 0.8% 27
2024
Q4 		$8.59M Buy
303,389
+11,905
+4% +$339K 0.85% 26
2024
Q3 		$8.06M Buy
291,484
+16,066
+6% +$428K 0.74% 27
2024
Q2 		$7.21M Buy
275,418
+50,716
+23% +$1.28M 0.68% 31
2024
Q1 		$5.69M Buy
+224,702
New +$5.41M 0.61% 32

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LWM
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