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Disclosery

ASSETMARK, INC: SCHH position timeline

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

ASSETMARK, INC held 463,449 SCHH 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 463,449 shares
    Change vs previous 13F +278,093 shares

    0.02% of the 13F portfolio, value $10,974,484.

    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 185,356 shares
    Change vs previous 13F -1,355 shares

    0.01% of the 13F portfolio, value $3,983,301.

    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 186,711 shares
    Change vs previous 13F +25,125 shares

    0.01% of the 13F portfolio, value $3,900,387.

    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 161,586 shares
    Change vs previous 13F +159,105 shares

    0.01% of the 13F portfolio, value $3,485,414.

    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 2,481 shares
    Change vs previous 13F -2,818 shares

    <0.01% of the 13F portfolio, value $52,498.

    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 5,299 shares
    Change vs previous 13F +2,235 shares

    <0.01% of the 13F portfolio, value $113,981.

    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 3,064 shares
    Change vs previous 13F +2,319 shares

    <0.01% of the 13F portfolio, value $64,528.

    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 745 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,262.

    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).