William Mack & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$943K	Buy	+32,053	New	+$915K	0.33%	33

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

William Mack & Associates's SCHX Position: Q2 2026 in Review

William Mack & Associates opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 32,053 shares worth $943K. The stake represents 0.33% of the portfolio and ranks #33 among its holdings.

1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

William Mack & Associates held 32,053 shares of Schwab US Large- Cap ETF worth $943K as of Q2 2026.
Schwab US Large- Cap ETF was a new William Mack & Associates position in Q2 2026.
Schwab US Large- Cap ETF made up 0.33% of William Mack & Associates's portfolio in Q2 2026, its #33 holding.
1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.