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Disclosery

Main Street Financial Solutions, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Main Street Financial Solutions, LLC on SCHD, newest first. How the timeline and the estimate are built.

Main Street Financial Solutions, LLC held 1,816,438 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,816,438 shares
    Change vs previous 13F +90,765 shares

    3.7% of the 13F portfolio, value $57,599,242.

    13F-HR 0001763350-26-000003 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,725,673 shares
    Change vs previous 13F +36,078 shares

    3.87% of the 13F portfolio, value $52,943,652.

    13F-HR 0001763350-26-000002 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,689,595 shares
    Change vs previous 13F -195,140 shares

    3.47% of the 13F portfolio, value $46,345,591.

    13F-HR 0001763350-26-000001 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,884,735 shares
    Change vs previous 13F +58,912 shares

    3.3% of the 13F portfolio, value $51,453,273.

    13F-HR 0001763350-25-000002 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,825,823 shares
    Change vs previous 13F +112,239 shares

    3.51% of the 13F portfolio, value $48,384,306.

    13F-HR 0001085146-25-005143 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,713,584 shares
    Change vs previous 13F +80,470 shares

    4.16% of the 13F portfolio, value $47,911,810.

    13F-HR 0001085146-25-002764 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,633,114 shares
    Change vs previous 13F +1,126,476 shares

    4.4% of the 13F portfolio, value $44,616,661.

    13F-HR 0001085146-25-001341 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 506,638 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $42,826,134.

    13F-HR 0001085146-24-005373 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).