William Mack & Associates’s Schwab 1000 Index ETF SCHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$90.8K	Buy	+2,478	New	+$90.8K	0.03%	178

Other funds holding SCHK

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

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

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Plum Street Advisors New Orleans, Louisiana $325M AUM 11.45% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

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

FreeGulliver LLC New Orleans, Louisiana $220M AUM 15.51% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

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

William Mack & Associates opened a new position in Schwab 1000 Index ETF (SCHK) in Q3 2026: 2,478 shares worth $90.8K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings.

238 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

William Mack & Associates held 2,478 shares of Schwab 1000 Index ETF worth $90.8K as of Q3 2026.
Schwab 1000 Index ETF was a new William Mack & Associates position in Q3 2026.
Schwab 1000 Index ETF made up 0.03% of William Mack & Associates's portfolio in Q3 2026, its #178 holding.
238 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

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