William Mack & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

William Mack & Associates’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 Q3	$15.5K	Buy	+527	New	+$15.5K	﹤0.01%	354

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

William Mack & Associates's SCHB Position: Q3 2026 in Review

William Mack & Associates opened a new position in Schwab US Broad Market ETF (SCHB) in Q3 2026: 527 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings.

1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

William Mack & Associates held 527 shares of Schwab US Broad Market ETF worth $15.5K as of Q3 2026.
Schwab US Broad Market ETF was a new William Mack & Associates position in Q3 2026.
Schwab US Broad Market ETF made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #354 holding.
1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.