William Mack & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

William Mack & Associates’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Buy	28,128 +7,733	+38%	+$256K	0.36%	30
2026 Q1	$593K	Buy	20,395 +27	+0.1%	+$809	0.34%	33
2025 Q4	$580K	Buy	20,368 +91	+0.4%	+$2.57K	0.27%	37
2025 Q3	$566K	Buy	20,277 +64	+0.3%	+$1.71K	0.3%	40
2025 Q2	$511K	Buy	20,213 +67	+0.3%	+$1.58K	0.32%	41
2025 Q1	$472K	Buy	20,146 +48	+0.2%	+$1.22K	0.4%	35
2024 Q4	$520K	Buy	+20,098	New	+$535K	0.54%	33

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

William Mack & Associates's SCHA Position: Q2 2026 in Review

William Mack & Associates increased its Schwab U.S Small- Cap ETF (SCHA) stake by 38% in Q2 2026, buying an estimated $256K and bringing the position to 28,128 shares worth $1.02M. The position accounts for 0.36% of the portfolio, ranked #30.

William Mack & Associates first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

William Mack & Associates held 28,128 shares of Schwab U.S Small- Cap ETF worth $1.02M as of Q2 2026.
William Mack & Associates bought 7,733 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $256K.
Schwab U.S Small- Cap ETF made up 0.36% of William Mack & Associates's portfolio in Q2 2026, its #30 holding.
William Mack & Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.