Main Street Group
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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
Q3 		$34.4K Hold
1,055
– – 0.01% 334
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Main Street Group's SCHA Position: Q3 2026 in Review

Main Street Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 1,055 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #334.

Main Street Group first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.1K in Q2 2026. 1,220 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Main Street Group held 1,055 shares of Schwab U.S Small- Cap ETF worth $34.4K as of Q3 2026.
  • Main Street Group left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of Main Street Group's portfolio in Q3 2026, its #334 holding.
  • Main Street Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Main Street Group's Schwab U.S Small- Cap ETF position peaked at $38.1K in Q2 2026.
  • 1,220 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Main Street Group's 13F filing for Q3 2026, filed 28 Oct 2026.