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Disclosery

ASSETMARK, INC: SCHG position timeline

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

ASSETMARK, INC held 2,587,733 SCHG 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 2,587,733 shares
    Change vs previous 13F -321,146 shares

    0.15% of the 13F portfolio, value $87,568,885.

    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 2,908,879 shares
    Change vs previous 13F +7,504 shares

    0.17% of the 13F portfolio, value $84,735,645.

    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 2,901,375 shares
    Change vs previous 13F -183,041 shares

    0.19% of the 13F portfolio, value $94,642,853.

    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 3,084,416 shares
    Change vs previous 13F -123,998 shares

    0.21% of the 13F portfolio, value $98,423,715.

    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 3,208,414 shares
    Change vs previous 13F +39,996 shares

    0.22% of the 13F portfolio, value $93,717,773.

    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 3,168,418 shares
    Change vs previous 13F +46,637 shares

    0.22% of the 13F portfolio, value $79,337,188.

    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 3,121,781 shares
    Change vs previous 13F +2,278,665 shares

    0.24% of the 13F portfolio, value $87,004,037.

    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 843,116 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $87,835,826.

    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).