MainStreet Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

MainStreet Investment Advisors’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	–	Sell	-35,500	Closed	-$891K	–	169
2026 Q1	$891K	Sell	35,500 -725	-2%	-$19K	0.13%	103
2025 Q4	$950K	Hold	36,225	–	–	0.14%	99
2025 Q3	$931K	Hold	36,225	–	–	0.13%	105
2025 Q2	$863K	Sell	36,225 -2,350	-6%	-$51.8K	0.12%	99
2025 Q1	$831K	Buy	+38,575	New	+$878K	0.12%	98
2024 Q4	–	Sell	-39,000	Closed	-$288K	–	161
2024 Q3	$288K	Hold	39,000	–	–	0.04%	139
2024 Q2	$817K	Sell	39,000 -1,125	-3%	-$22.8K	0.1%	100
2024 Q1	$817K	Hold	40,125	–	–	0.1%	101
2023 Q4	$745K	Hold	40,125	–	–	0.08%	109
2023 Q3	$667K	Sell	40,125 -1,521	-4%	-$26.3K	0.08%	116
2023 Q2	$718K	Hold	41,646	–	–	0.08%	112
2023 Q1	$664K	Hold	41,646	–	–	0.07%	120
2022 Q4	$622K	Hold	41,646	–	–	0.07%	118
2022 Q3	$583K	Hold	41,646	–	–	0.07%	118
2022 Q2	$613K	Hold	41,646	–	–	0.07%	119
2022 Q1	$741K	Hold	41,646	–	–	0.07%	119
2021 Q4	$784K	Hold	41,646	–	–	0.07%	113
2021 Q3	$721K	Hold	41,646	–	–	0.07%	109
2021 Q2	$724K	Hold	41,646	–	–	0.06%	119
2021 Q1	$671K	Hold	41,646	–	–	0.06%	122
2020 Q4	$632K	Hold	41,646	–	–	0.05%	128
2020 Q3	$553K	Hold	41,646	–	–	0.04%	132
2020 Q2	$510K	Hold	41,646	–	–	0.03%	178
2020 Q1	$419K	Hold	41,646	–	–	0.05%	173
2019 Q4	$533K	Hold	41,646	–	–	0.06%	131
2019 Q3	$492K	Sell	41,646 -5,850	-12%	-$69.1K	0.06%	117
2019 Q2	$558K	Buy	+47,496	New	+$548K	0.07%	111
2019 Q1	–	Sell	-47,496	Closed	-$474K	–	152
2018 Q4	$474K	Hold	47,496	–	–	0.07%	106
2018 Q3	$557K	Hold	47,496	–	–	0.07%	111
2018 Q2	$522K	Hold	47,496	–	–	0.08%	110
2018 Q1	$505K	Hold	47,496	–	–	0.08%	105
2017 Q4	$511K	Buy	+47,496	New	+$498K	0.08%	114

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

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

MainStreet Investment Advisors's SCHB Position: Q2 2026 in Review

MainStreet Investment Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 35,500 shares — an estimated $891K sold.

MainStreet Investment Advisors first reported a position in SCHB in Q4 2017 and held it in 32 quarters. The position peaked at $950K in Q4 2025. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

MainStreet Investment Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
MainStreet Investment Advisors sold 35,500 Schwab US Broad Market ETF shares in Q2 2026, an estimated $891K.
MainStreet Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and held it in 32 quarters.
MainStreet Investment Advisors's Schwab US Broad Market ETF position peaked at $950K in Q4 2025.
1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on MainStreet Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.