William Mack & Associates’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.81K	Buy	+82	New	+$1.95K	﹤0.01%	570

Other funds holding SCHH

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.75B AUM 16.66% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Mason Street Advisors Milwaukee, Wisconsin $1.06B AUM 4.38% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

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

William Mack & Associates opened a new position in Schwab US REIT ETF (SCHH) in Q3 2026: 82 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings.

532 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

William Mack & Associates held 82 shares of Schwab US REIT ETF worth $1.81K as of Q3 2026.
Schwab US REIT ETF was a new William Mack & Associates position in Q3 2026.
Schwab US REIT ETF made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #570 holding.
532 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

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