Main Street Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Main Street Group’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.63M	Sell	56,427 -957	-2%	-$26.8K	0.38%	27
2026 Q1	$1.44M	Sell	57,384 -9,489	-14%	-$249K	0.42%	28
2025 Q4	$1.75M	Sell	66,873 -166	-0.2%	-$4.32K	0.61%	20
2025 Q3	$1.72M	Sell	67,039 -1,729	-3%	-$42.8K	0.5%	23
2025 Q2	$1.64M	Sell	68,768 -546	-0.8%	-$12K	0.53%	22
2025 Q1	$1.49M	Sell	69,314 -3,782	-5%	-$86K	0.57%	20
2024 Q4	$1.66M	Sell	73,096 -3,896	-5%	-$89K	0.62%	18
2024 Q3	$1.71M	Sell	76,992 -9,324	-11%	-$199K	0.67%	16
2024 Q2	$1.81M	Sell	86,316 -4,296	-5%	-$87K	0.75%	16
2024 Q1	$1.84M	Sell	90,612 -378	-0.4%	-$7.31K	0.8%	16
2023 Q4	$1.69M	Buy	+90,990	New	+$1.57M	0.59%	22

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

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

Main Street Group reduced its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q2 2026, selling an estimated $26.8K and leaving 56,427 shares worth $1.63M. The position accounts for 0.38% of the portfolio, ranked #27.

Main Street Group first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q1 2024. 289 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Main Street Group held 56,427 shares of Schwab US Broad Market ETF worth $1.63M as of Q2 2026.
Main Street Group sold 957 Schwab US Broad Market ETF shares in Q2 2026, an estimated $26.8K.
Schwab US Broad Market ETF made up 0.38% of Main Street Group's portfolio in Q2 2026, its #27 holding.
Main Street Group first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
Main Street Group's Schwab US Broad Market ETF position peaked at $1.84M in Q1 2024.
289 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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