MSFS
SCHV

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
2026
Q2 		$6.86M Buy
197,107
+4,436
+2% +$146K 0.44% 49
2026
Q1 		$5.88M Buy
192,671
+10,240
+6% +$319K 0.43% 49
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Main Street Financial Solutions increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.3% in Q2 2026, buying an estimated $146K and bringing the position to 197,107 shares worth $6.86M. The position accounts for 0.44% of the portfolio, ranked #49.

Main Street Financial Solutions first reported a position in SCHV in Q1 2023 and has held it in 14 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Main Street Financial Solutions held 197,107 shares of Schwab US Large-Cap Value ETF worth $6.86M as of Q2 2026.
  • Main Street Financial Solutions bought 4,436 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $146K.
  • Schwab US Large-Cap Value ETF made up 0.44% of Main Street Financial Solutions's portfolio in Q2 2026, its #49 holding.
  • Main Street Financial Solutions first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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