MSG
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Main Street Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Main Street Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.1K Sell
1,055
-83
-7% -$2.74K 0.01% 318
2026
Q1 		$33.1K Buy
+1,138
New +$34.1K 0.01% 330
2025
Q4 		– Sell
-1,006
Closed -$28.1K – 494
2025
Q3 		$28.1K Buy
1,006
+3
+0.3% +$80 0.01% 338
2025
Q2 		$25.4K Buy
1,003
+1
+0.1% +$24 0.01% 353
2025
Q1 		$23.4K Buy
1,002
+2
+0.2% +$51 0.01% 385
2024
Q4 		$25.8K Buy
1,000
+8
+0.8% +$213 0.01% 353
2024
Q3 		$25.6K Buy
992
+2
+0.2% +$50 0.01% 357
2024
Q2 		$23.3K Hold
990
– – 0.01% 388
2024
Q1 		$24.1K Buy
990
+82
+9% +$1.92K 0.01% 405
2023
Q4 		$21.5K Buy
+908
New +$19.1K 0.01% 619

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Main Street Group's SCHA Position: Q2 2026 in Review

Main Street Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 7.3% in Q2 2026, selling an estimated $2.74K and leaving 1,055 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #318.

Main Street Group first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. 247 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Main Street Group held 1,055 shares of Schwab U.S Small- Cap ETF worth $38.1K as of Q2 2026.
  • Main Street Group sold 83 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.74K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Main Street Group's portfolio in Q2 2026, its #318 holding.
  • Main Street Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 247 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.