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Disclosery

ASSETMARK, INC: SCHO position timeline

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

ASSETMARK, INC held 18,607 SCHO 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 18,607 shares
    Change vs previous 13F +1,480 shares

    <0.01% of the 13F portfolio, value $449,173.

    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 17,127 shares
    Change vs previous 13F -259,210 shares

    <0.01% of the 13F portfolio, value $415,672.

    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 276,337 shares
    Change vs previous 13F +179,617 shares

    0.01% of the 13F portfolio, value $6,734,333.

    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 96,720 shares
    Change vs previous 13F -792,008 shares

    0.01% of the 13F portfolio, value $2,359,968.

    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 888,728 shares
    Change vs previous 13F +236,229 shares

    0.05% of the 13F portfolio, value $21,667,187.

    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 652,499 shares
    Change vs previous 13F -368,130 shares

    0.04% of the 13F portfolio, value $15,881,826.

    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 1,020,629 shares
    Change vs previous 13F +475,185 shares

    0.07% of the 13F portfolio, value $24,556,334.

    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 545,444 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $26,715,847.

    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).