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Main Street Financial Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Main Street Financial Solutions’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$5.03M Buy
215,172
+14,006
+7% +$329K 0.38% 59
2025
Q3 		$4.72M Buy
201,166
+13,025
+7% +$303K 0.3% 66
2025
Q2 		$4.37M Buy
188,141
+40,172
+27% +$922K 0.32% 67
2025
Q1 		$3.43M Buy
147,969
+8,208
+6% +$188K 0.3% 70
2024
Q4 		$3.17M Buy
139,761
+15,953
+13% +$369K 0.31% 68
2024
Q3 		$2.94M Buy
123,808
+19,602
+19% +$459K 0.27% 80
2024
Q2 		$2.37M Buy
104,206
+9,804
+10% +$222K 0.22% 90
2024
Q1 		$2.17M Buy
+94,402
New +$2.17M 0.23% 89
2023
Q1 		– Sell
-13,898
Closed -$317K – 459
2022
Q4 		$317K Sell
13,898
-2,770
-17% -$63.1K 0.05% 316
2022
Q3 		$378K Sell
16,668
-234
-1% -$5.57K 0.06% 282
2022
Q2 		$405K Sell
16,902
-1,210
-7% -$29.3K 0.05% 281
2022
Q1 		$458K Buy
18,112
+10
+0.1% +$260 0.07% 268
2021
Q4 		$488K Sell
18,102
-516
-3% -$13.9K 0.07% 272
2021
Q3 		$505K Sell
18,618
-2,012
-10% -$55.2K 0.08% 253
2021
Q2 		$563K Sell
20,630
-2,616
-11% -$71K 0.09% 218
2021
Q1 		$627K Sell
23,246
-2,234
-9% -$61.3K 0.11% 185
2020
Q4 		$714K Buy
+25,480
New +$713K 0.15% 152

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Main Street Financial Solutions increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 7% in Q4 2025, buying an estimated $329K and bringing the position to 215,172 shares worth $5.03M. The position accounts for 0.38% of the portfolio, ranked #59.

Main Street Financial Solutions first reported a position in SCHZ in Q4 2020 and has held it in 17 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Main Street Financial Solutions held 215,172 shares of Schwab US Aggregate Bond ETF worth $5.03M as of Q4 2025.
  • Main Street Financial Solutions bought 14,006 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $329K.
  • Schwab US Aggregate Bond ETF made up 0.38% of Main Street Financial Solutions's portfolio in Q4 2025, its #59 holding.
  • Main Street Financial Solutions first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 17 quarters since.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

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