Main Street Financial Solutions, LLC

Position in SCHW — Schwab Charles Corp

CIK 1763350 NEWTOWN, PA

Position in SCHW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$205,946

-$33,609 QoQ

Shares Held

2,232

-12.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,937

of 2,304 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Main Street Financial Solutions, LLC holds $4,135,684 across 4 Capital Markets names. SCHW ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,269	$2,294,798
2	MS	Morgan Stanley	6,471	$1,352,697
3	LPLA	LPL Financial Holdings Inc.	1,002	$282,243
4	SCHW	Schwab Charles Corp This page	2,232	$205,946

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,946	2,232	-12.4%	Shares	Sole	2026-08-07
2026-03-31	$239,555	2,549	-57.8%	Shares	Sole	2026-07-29
2025-12-31	$603,356	6,039	-31.8%	Shares	Sole	2026-02-17
2025-09-30	$845,482	8,856	+29.7%	Shares	Sole	2025-11-14
2025-06-30	$622,986	6,828	+4.7%	Shares	Sole	2025-08-14
2025-03-31	$510,620	6,523	-2.9%	Shares	Sole	2025-05-08
2024-12-31	$497,273	6,719	-1.1%	Shares	Sole	2025-02-13
2024-09-30	$440,448	6,796	-8.6%	Shares	Sole	2024-11-05
2024-06-30	$547,811	7,434	+1.0%	Shares	Sole	2024-08-08
2024-03-31	$532,350	7,359	+1.5%	Shares	Sole	2024-04-23
2023-12-31	$498,731	7,249	-3.1%	Shares	Sole	2024-02-08
2023-09-30	$410,652	7,480	+15.5%	Shares	Sole	2023-11-03
2023-06-30	$367,003	6,475	+2.6%	Shares	Sole	2023-08-04
2023-03-31	$330,674	6,313	+10.5%	Shares	Sole	2023-04-21
2022-12-31	$475,664	5,713	-15.1%	Shares	Sole	2023-02-08
2022-09-30	$483,613	6,729	+0.6%	Shares	Sole	2022-10-24
2022-06-30	$422,611	6,689	+0.8%	Shares	Sole	2022-07-27
2022-03-31	$559,565	6,637	-0.3%	Shares	Sole	2022-04-22
2021-12-31	$559,853	6,657	+4.9%	Shares	Sole	2022-02-08
2021-09-30	$462,242	6,346	+14.8%	Shares	Sole	2021-11-15
2021-06-30	$402,493	5,528	-0.1%	Shares	Sole	2021-08-10
2021-03-31	$360,771	5,535	+7.9%	Shares	Sole	2021-05-17
2020-12-31	$272,148	5,131	—	Shares	Sole	2021-03-01
No filing history on record for this holder in this stock.