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Main Street Financial Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Main Street Financial Solutions’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$8.12M Sell
270,151
-36,919
-12% -$1.1M 0.61% 39
2025
Q3 		$9.1M Buy
307,070
+10,407
+4% +$303K 0.58% 38
2025
Q2 		$8.32M Buy
296,663
+9,845
+3% +$260K 0.6% 37
2025
Q1 		$7.51M Buy
286,818
+18,413
+7% +$513K 0.65% 37
2024
Q4 		$7.44M Buy
268,405
+11,557
+4% +$329K 0.73% 31
2024
Q3 		$7.11M Buy
256,848
+4,503
+2% +$120K 0.65% 33
2024
Q2 		$6.55M Buy
252,345
+11,871
+5% +$311K 0.62% 35
2024
Q1 		$6.53M Buy
240,474
+11,538
+5% +$294K 0.7% 30
2023
Q4 		$5.75M Buy
228,936
+8,238
+4% +$189K 0.74% 28
2023
Q3 		$4.98M Buy
220,698
+12,786
+6% +$303K 0.7% 29
2023
Q2 		$4.92M Buy
207,912
+11,823
+6% +$266K 0.66% 31
2023
Q1 		$4.43M Buy
196,089
+1,947
+1% +$44.8K 0.65% 33
2022
Q4 		$4.25M Buy
194,142
+2,985
+2% +$65.4K 0.67% 33
2022
Q3 		$3.86M Buy
191,157
+22,044
+13% +$492K 0.64% 34
2022
Q2 		$3.54M Sell
169,113
-822
-0.5% -$19K 0.46% 46
2022
Q1 		$4.3M Buy
169,935
+9,093
+6% +$228K 0.63% 31
2021
Q4 		$4.31M Buy
160,842
+2,034
+1% +$54.2K 0.61% 32
2021
Q3 		$4.06M Buy
158,808
+12,825
+9% +$335K 0.62% 36
2021
Q2 		$3.81M Buy
145,983
+8,355
+6% +$216K 0.62% 35
2021
Q1 		$3.42M Buy
137,628
+6,582
+5% +$160K 0.61% 35
2020
Q4 		$2.98M Buy
+131,046
New +$2.73M 0.61% 39

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Main Street Financial Solutions reduced its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q4 2025, selling an estimated $1.1M and leaving 270,151 shares worth $8.12M. The position accounts for 0.61% of the portfolio, ranked #39.

Main Street Financial Solutions first reported a position in SCHM in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.1M in Q3 2025. 995 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Main Street Financial Solutions held 270,151 shares of Schwab US Mid-Cap ETF worth $8.12M as of Q4 2025.
  • Main Street Financial Solutions sold 36,919 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $1.1M.
  • Schwab US Mid-Cap ETF made up 0.61% of Main Street Financial Solutions's portfolio in Q4 2025, its #39 holding.
  • Main Street Financial Solutions first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Main Street Financial Solutions's Schwab US Mid-Cap ETF position peaked at $9.1M in Q3 2025.
  • 995 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

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