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Disclosery

ASSETMARK, INC: SCHD position timeline

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

ASSETMARK, INC held 367,249 SCHD 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 367,249 shares
    Change vs previous 13F +27,329 shares

    0.02% of the 13F portfolio, value $11,645,465.

    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 339,920 shares
    Change vs previous 13F -51,624 shares

    0.02% of the 13F portfolio, value $10,428,746.

    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 391,544 shares
    Change vs previous 13F +10,755 shares

    0.02% of the 13F portfolio, value $10,740,052.

    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 380,789 shares
    Change vs previous 13F -12,982 shares

    0.02% of the 13F portfolio, value $10,395,540.

    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 393,771 shares
    Change vs previous 13F -887,860 shares

    0.02% of the 13F portfolio, value $10,434,932.

    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 1,281,631 shares
    Change vs previous 13F +71,476 shares

    0.1% of the 13F portfolio, value $35,834,416.

    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 1,210,155 shares
    Change vs previous 13F +805,131 shares

    0.09% of the 13F portfolio, value $33,061,439.

    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 405,024 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $34,236,697.

    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).