William Mack & Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$81.6K	Buy	+3,693	New	+$83.9K	0.03%	193

Other funds holding SCHZ

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Rockbridge Investment Management Syracuse, New York $1.25B AUM 8.34% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

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

William Mack & Associates opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q3 2026: 3,693 shares worth $81.6K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings.

602 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

William Mack & Associates held 3,693 shares of Schwab US Aggregate Bond ETF worth $81.6K as of Q3 2026.
Schwab US Aggregate Bond ETF was a new William Mack & Associates position in Q3 2026.
Schwab US Aggregate Bond ETF made up 0.03% of William Mack & Associates's portfolio in Q3 2026, its #193 holding.
602 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

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