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Disclosery

ASSETMARK, INC: SCHW position timeline

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

ASSETMARK, INC held 1,191,983 SCHW 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 1,191,983 shares
    Change vs previous 13F +78,056 shares

    0.19% of the 13F portfolio, value $109,984,261.

    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 1,113,927 shares
    Change vs previous 13F +106,214 shares

    0.21% of the 13F portfolio, value $104,686,881.

    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 1,007,713 shares
    Change vs previous 13F +134,516 shares

    0.21% of the 13F portfolio, value $100,680,635.

    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 873,197 shares
    Change vs previous 13F +155,007 shares

    0.18% of the 13F portfolio, value $83,364,095.

    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 718,190 shares
    Change vs previous 13F +286,871 shares

    0.15% of the 13F portfolio, value $65,527,659.

    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 431,319 shares
    Change vs previous 13F +29,445 shares

    0.09% of the 13F portfolio, value $33,763,636.

    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 401,874 shares
    Change vs previous 13F +229,832 shares

    0.08% of the 13F portfolio, value $29,742,718.

    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 172,042 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,150,055.

    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).