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Disclosery

ASSETMARK, INC: SCHM position timeline

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

ASSETMARK, INC held 4,617 SCHM 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 4,617 shares
    Change vs previous 13F +772 shares

    <0.01% of the 13F portfolio, value $170,229.

    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 3,845 shares
    Change vs previous 13F -67 shares

    <0.01% of the 13F portfolio, value $119,041.

    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 3,912 shares
    Change vs previous 13F +416 shares

    <0.01% of the 13F portfolio, value $117,634.

    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 3,496 shares
    Change vs previous 13F +1,233 shares

    <0.01% of the 13F portfolio, value $103,621.

    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 2,263 shares
    Change vs previous 13F -5,450 shares

    <0.01% of the 13F portfolio, value $63,477.

    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 7,713 shares
    Change vs previous 13F -718 shares

    <0.01% of the 13F portfolio, value $202,081.

    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 8,431 shares
    Change vs previous 13F +8,016 shares

    <0.01% of the 13F portfolio, value $233,623.

    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 415 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $34,482.

    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).