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Schwab U S Small Cap ETF shares owned by William Mack & Associates

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by William Mack & Associates from 13F filings

Historical chart of William Mack & Associates investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by William Mack & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by William Mack & Associates

Quarter filed Position value Share count Share price at filing
2025-06-30 $511k 20k 25.30
2025-03-31 $472k 20k 23.43
2024-12-31 $520k 20k 25.86

More positions owned by William Mack & Associates

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tesla Motors (TSLA)
Amazon (AMZN)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for William Mack & Associates

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF