William Mack & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$120K	Buy	+3,697	New	+$125K	0.04%	149

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

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

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

William Mack & Associates opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 3,697 shares worth $120K. The stake represents 0.04% of the portfolio and ranks #149 among its holdings.

2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

William Mack & Associates held 3,697 shares of Schwab US Dividend Equity ETF worth $120K as of Q3 2026.
Schwab US Dividend Equity ETF was a new William Mack & Associates position in Q3 2026.
Schwab US Dividend Equity ETF made up 0.04% of William Mack & Associates's portfolio in Q3 2026, its #149 holding.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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