Main Street Financial Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Main Street Financial Solutions’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.4M	Sell	182,431 -5,471	-3%	-$160K	0.4%	57
2025 Q3	$5.47M	Buy	187,902 +16,153	+9%	+$459K	0.35%	61
2025 Q2	$4.75M	Buy	171,749 +8,953	+5%	+$235K	0.34%	59
2025 Q1	$4.33M	Buy	162,796 +21,791	+15%	+$585K	0.38%	54
2024 Q4	$3.68M	Buy	141,005 +2,402	+2%	+$64.8K	0.36%	53
2024 Q3	$3.71M	Sell	138,603 -1,584	-1%	-$40.7K	0.34%	56
2024 Q2	$3.46M	Buy	140,187 +7,176	+5%	+$177K	0.33%	57
2024 Q1	$3.37M	Buy	133,011 +5,514	+4%	+$132K	0.36%	57
2023 Q4	$2.98M	Buy	127,497 +5,583	+5%	+$122K	0.38%	48
2023 Q3	$2.62M	Buy	121,914 +92,613	+316%	+$2.08M	0.37%	53
2023 Q2	$655K	Buy	29,301 +15,660	+115%	+$342K	0.09%	216
2023 Q1	$298K	Buy	+13,641	New	+$303K	0.04%	344

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

Main Street Financial Solutions reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.9% in Q4 2025, selling an estimated $160K and leaving 182,431 shares worth $5.4M. The position accounts for 0.4% of the portfolio, ranked #57.

Main Street Financial Solutions first reported a position in SCHV in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.47M in Q3 2025. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

Main Street Financial Solutions held 182,431 shares of Schwab US Large-Cap Value ETF worth $5.4M as of Q4 2025.
Main Street Financial Solutions sold 5,471 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $160K.
Schwab US Large-Cap Value ETF made up 0.4% of Main Street Financial Solutions's portfolio in Q4 2025, its #57 holding.
Main Street Financial Solutions first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 12 quarters since.
Main Street Financial Solutions's Schwab US Large-Cap Value ETF position peaked at $5.47M in Q3 2025.
929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

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