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Main Street Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Main Street Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.24M Sell
76,188
-425
-0.6% -$12.1K 0.52% 21
2026
Q1 		$1.96M Sell
76,613
-109
-0.1% -$2.92K 0.58% 21
2025
Q4 		$2.06M Sell
76,722
-30
-0% -$801 0.71% 16
2025
Q3 		$2.02M Buy
76,752
+5,257
+7% +$133K 0.59% 18
2025
Q2 		$1.75M Sell
71,495
-1,155
-2% -$26.1K 0.57% 20
2025
Q1 		$1.6M Sell
72,650
-932
-1% -$21.7K 0.62% 17
2024
Q4 		$1.71M Sell
73,582
-1,055
-1% -$24.6K 0.63% 17
2024
Q3 		$1.69M Sell
74,637
-93
-0.1% -$2.03K 0.67% 17
2024
Q2 		$1.6M Sell
74,730
-1,002
-1% -$20.7K 0.67% 17
2024
Q1 		$1.56M Sell
75,732
-69
-0.1% -$1.36K 0.68% 17
2023
Q4 		$1.43M Buy
+75,801
New +$1.33M 0.5% 27

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Main Street Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.55% in Q2 2026, selling an estimated $12.1K and leaving 76,188 shares worth $2.24M. The position accounts for 0.52% of the portfolio, ranked #21.

Main Street Group first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Main Street Group held 76,188 shares of Schwab US Large- Cap ETF worth $2.24M as of Q2 2026.
  • Main Street Group sold 425 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $12.1K.
  • Schwab US Large- Cap ETF made up 0.52% of Main Street Group's portfolio in Q2 2026, its #21 holding.
  • Main Street Group first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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