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Disclosery

Main Street Financial Solutions, LLC: SCHW position timeline

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

Main Street Financial Solutions, LLC held 2,232 SCHW 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 2,232 shares
    Change vs previous 13F -317 shares

    0.01% of the 13F portfolio, value $205,970.

    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 2,549 shares
    Change vs previous 13F -3,490 shares

    0.02% of the 13F portfolio, value $239,546.

    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 6,039 shares
    Change vs previous 13F -2,817 shares

    0.05% of the 13F portfolio, value $603,320.

    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 8,856 shares
    Change vs previous 13F +2,028 shares

    0.05% of the 13F portfolio, value $845,526.

    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 6,828 shares
    Change vs previous 13F +305 shares

    0.05% of the 13F portfolio, value $622,987.

    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 6,523 shares
    Change vs previous 13F -196 shares

    0.04% of the 13F portfolio, value $510,620.

    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 6,719 shares
    Change vs previous 13F -77 shares

    0.05% of the 13F portfolio, value $497,273.

    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 6,796 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $440,449.

    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).