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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth 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 Large Cap Growth ETF by William Mack & Associates

Quarter filed Position value Share count Share price at filing
2025-06-30 $19M 653k 29.21
2025-03-31 $15M 585k 25.04
2024-12-31 $12M 430k 27.87

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 Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF