MSFS
Main Street Financial Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2M | Buy |
1,277,120
+45,701
| +4% | +$1.12M | 2.26% | 6 |
|
|
2025
Q1 | $27.2M | Buy |
1,231,419
+50,520
| +4% | +$1.12M | 2.36% | 6 |
|
|
2024
Q4 | $27.4M | Buy |
1,180,899
+799,919
| +210% | +$18.5M | 2.7% | 6 |
|
|
2024
Q3 | $25.8M | Buy |
380,980
+7,313
| +2% | +$496K | 2.37% | 6 |
|
|
2024
Q2 | $24M | Buy |
373,667
+16,023
| +4% | +$1.03M | 2.26% | 8 |
|
|
2024
Q1 | $22.2M | Buy |
357,644
+978
| +0.3% | +$60.7K | 2.37% | 5 |
|
|
2023
Q4 | $20.1M | Buy |
356,666
+12,455
| +4% | +$702K | 2.6% | 6 |
|
|
2023
Q3 | $17.4M | Sell |
344,211
-56,109
| -14% | -$2.84M | 2.47% | 6 |
|
|
2023
Q2 | $21M | Buy |
400,320
+10,685
| +3% | +$560K | 2.82% | 5 |
|
|
2023
Q1 | $18.8M | Buy |
389,635
+13,892
| +4% | +$672K | 2.76% | 5 |
|
|
2022
Q4 | $17M | Buy |
375,743
+18,594
| +5% | +$840K | 2.68% | 5 |
|
|
2022
Q3 | $15.1M | Buy |
357,149
+52,013
| +17% | +$2.2M | 2.49% | 6 |
|
|
2022
Q2 | $13.6M | Sell |
305,136
-1,003
| -0.3% | -$44.8K | 1.76% | 17 |
|
|
2022
Q1 | $16.5M | Buy |
306,139
+167,273
| +120% | +$9.01M | 2.41% | 5 |
|
|
2021
Q4 | $15.8M | Buy |
138,866
+5,406
| +4% | +$615K | 2.24% | 5 |
|
|
2021
Q3 | $13.9M | Buy |
133,460
+14,388
| +12% | +$1.5M | 2.13% | 6 |
|
|
2021
Q2 | $12.4M | Buy |
119,072
+8,520
| +8% | +$886K | 2% | 6 |
|
|
2021
Q1 | $10.6M | Buy |
110,552
+25,140
| +29% | +$2.41M | 1.89% | 6 |
|
|
2020
Q4 | $7.77M | Buy |
+85,412
| New | +$7.77M | 1.59% | 10 |
|