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Disclosery

ASSETMARK, INC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSETMARK, INC on SCHB, newest first. How the timeline and the estimate are built.

ASSETMARK, INC held 868,195 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 868,195 shares
    Change vs previous 13F +76,707 shares

    0.04% of the 13F portfolio, value $25,142,939.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 791,488 shares
    Change vs previous 13F -22,170 shares

    0.04% of the 13F portfolio, value $19,866,345.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 813,658 shares
    Change vs previous 13F +8,546 shares

    0.04% of the 13F portfolio, value $21,342,248.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 805,112 shares
    Change vs previous 13F +6,518 shares

    0.04% of the 13F portfolio, value $20,699,434.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 798,594 shares
    Change vs previous 13F +671,862 shares

    0.04% of the 13F portfolio, value $19,030,507.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 126,732 shares
    Change vs previous 13F -20,416 shares

    0.01% of the 13F portfolio, value $2,728,540.

    13F-HR 0001344551-25-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 147,148 shares
    Change vs previous 13F +146,384 shares

    0.01% of the 13F portfolio, value $3,340,260.

    13F-HR 0001344551-25-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 764 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $50,822.

    13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).