Skip to content
Disclosery

ASSETMARK, INC: SCHP position timeline

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

ASSETMARK, INC held 2,072,918 SCHP 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 2,072,918 shares
    Change vs previous 13F -614,202 shares

    0.09% of the 13F portfolio, value $54,932,322.

    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 2,687,120 shares
    Change vs previous 13F +755,117 shares

    0.15% of the 13F portfolio, value $71,504,266.

    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 1,932,003 shares
    Change vs previous 13F -113,993 shares

    0.1% of the 13F portfolio, value $51,178,753.

    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 2,045,996 shares
    Change vs previous 13F +88,125 shares

    0.12% of the 13F portfolio, value $55,139,590.

    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 1,957,871 shares
    Change vs previous 13F -320,339 shares

    0.12% of the 13F portfolio, value $52,235,996.

    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 2,278,210 shares
    Change vs previous 13F +730,044 shares

    0.17% of the 13F portfolio, value $61,261,066.

    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 1,548,166 shares
    Change vs previous 13F +1,124,185 shares

    0.11% of the 13F portfolio, value $39,989,120.

    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 423,981 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $22,738,114.

    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).