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Main Street Financial Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Main Street Financial Solutions’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$606K Buy
25,083
+2
+0% +$48 0.04% 320
2026
Q1 		$609K Buy
25,081
+146
+0.6% +$3.55K 0.04% 308
2025
Q4 		$608K Buy
24,935
+59
+0.2% +$1.44K 0.05% 306
2025
Q3 		$607K Buy
24,876
+1,203
+5% +$29.3K 0.04% 349
2025
Q2 		$577K Buy
23,673
+232
+1% +$5.64K 0.04% 334
2025
Q1 		$571K Sell
23,441
-764
-3% -$18.5K 0.05% 288
2024
Q4 		$582K Buy
24,205
+221
+0.9% +$5.35K 0.06% 257
2024
Q3 		$587K Sell
23,984
-3,862
-14% -$93.9K 0.05% 284
2024
Q2 		$670K Sell
27,846
-78
-0.3% -$1.87K 0.06% 267
2024
Q1 		$673K Buy
27,924
+4,330
+18% +$105K 0.07% 255
2023
Q4 		$572K Sell
23,594
-4,068
-15% -$97.7K 0.07% 241
2023
Q3 		$662K Sell
27,662
-186
-0.7% -$4.46K 0.09% 204
2023
Q2 		$669K Buy
27,848
+208
+0.8% +$5.04K 0.09% 212
2023
Q1 		$674K Sell
27,640
-6
-0% -$145 0.1% 201
2022
Q4 		$667K Buy
27,646
+82
+0.3% +$1.98K 0.11% 200
2022
Q3 		$665K Sell
27,564
-636
-2% -$15.6K 0.11% 186
2022
Q2 		$694K Buy
28,200
+38
+0.1% +$937 0.09% 194
2022
Q1 		$698K Sell
28,162
-1,988
-7% -$49.9K 0.1% 195
2021
Q4 		$767K Sell
30,150
-530
-2% -$13.5K 0.11% 188
2021
Q3 		$785K Buy
30,680
+5,058
+20% +$130K 0.12% 163
2021
Q2 		$656K Buy
25,622
+20
+0.1% +$513 0.11% 193
2021
Q1 		$657K Sell
25,602
-1,152
-4% -$29.6K 0.12% 177
2020
Q4 		$687K Buy
+26,754
New +$688K 0.14% 157

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Main Street Financial Solutions increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.01% in Q2 2026, buying an estimated $48 and bringing the position to 25,083 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #320.

Main Street Financial Solutions first reported a position in SCHO in Q4 2020 and has held it in 23 quarters since. The position peaked at $785K in Q3 2021. 723 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Main Street Financial Solutions held 25,083 shares of Schwab Short-Term US Treasury ETF worth $606K as of Q2 2026.
  • Main Street Financial Solutions bought 2 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $48.
  • Schwab Short-Term US Treasury ETF made up 0.04% of Main Street Financial Solutions's portfolio in Q2 2026, its #320 holding.
  • Main Street Financial Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
  • Main Street Financial Solutions's Schwab Short-Term US Treasury ETF position peaked at $785K in Q3 2021.
  • 723 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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