William Mack & Associates’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$115K	Buy	+5,367	New	+$119K	0.04%	156

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

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

Bouchey Financial Group Troy, New York $1.59B AUM 23.53% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return

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

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

William Mack & Associates opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2026: 5,367 shares worth $115K. The stake represents 0.04% of the portfolio and ranks #156 among its holdings.

242 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

William Mack & Associates held 5,367 shares of Schwab 5-10 Year Corporate Bond ETF worth $115K as of Q3 2026.
Schwab 5-10 Year Corporate Bond ETF was a new William Mack & Associates position in Q3 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.04% of William Mack & Associates's portfolio in Q3 2026, its #156 holding.
242 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

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