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
2026 Q2	$16.8M	Buy	466,270 +16,848	+4%	+$588K	1.08%	17
2026 Q1	$14.1M	Buy	449,422 +35,488	+9%	+$1.16M	1.03%	18
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

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Main Street Financial Solutions increased its Schwab 1000 Index ETF (SCHK) stake by 3.7% in Q2 2026, buying an estimated $588K and bringing the position to 466,270 shares worth $16.8M. The position accounts for 1.08% of the portfolio, ranked #17.

Main Street Financial Solutions first reported a position in SCHK in Q1 2024 and has held it in 10 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Main Street Financial Solutions held 466,270 shares of Schwab 1000 Index ETF worth $16.8M as of Q2 2026.
Main Street Financial Solutions bought 16,848 Schwab 1000 Index ETF shares in Q2 2026, an estimated $588K.
Schwab 1000 Index ETF made up 1.08% of Main Street Financial Solutions's portfolio in Q2 2026, its #17 holding.
Main Street Financial Solutions first reported a position in Schwab 1000 Index ETF in Q1 2024 and has held it in 10 quarters since.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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