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Schwab Strategic Tr cmn shares owned by William Mack & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by William Mack & Associates from 13F filings

Historical chart of William Mack & Associates investment in Schwab Strategic Tr cmn

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All positions including Schwab Strategic Tr cmn 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 Strategic Tr cmn by William Mack & Associates

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.4M 50k 27.67
2025-03-31 $1.3M 49k 26.58
2024-12-31 $1.3M 48k 26.07

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 Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Betterment
LPL Financial
Gemmer Asset Management
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn