William Mack & Associates
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William Mack & Associates’s Charles Schwab SCHW Stock Holding History

William Mack & Associates’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$54.5K Buy
+558
New +$58.8K 0.02% 230

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Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

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

William Mack & Associates opened a new position in Charles Schwab (SCHW) in Q3 2026: 558 shares worth $54.5K. The stake represents 0.02% of the portfolio and ranks #230 among its holdings.

2,052 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • William Mack & Associates held 558 shares of Charles Schwab worth $54.5K as of Q3 2026.
  • Charles Schwab was a new William Mack & Associates position in Q3 2026.
  • Charles Schwab made up 0.02% of William Mack & Associates's portfolio in Q3 2026, its #230 holding.
  • 2,052 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

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