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Disclosery

ASSETMARK, INC: SCHX position timeline

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

ASSETMARK, INC held 6,626,112 SCHX 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 6,626,112 shares
    Change vs previous 13F +109,723 shares

    0.34% of the 13F portfolio, value $195,006,476.

    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 6,516,389 shares
    Change vs previous 13F +2,595 shares

    0.34% of the 13F portfolio, value $167,080,214.

    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 6,513,794 shares
    Change vs previous 13F -1,104,161 shares

    0.36% of the 13F portfolio, value $175,286,197.

    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 7,617,955 shares
    Change vs previous 13F +547,610 shares

    0.43% of the 13F portfolio, value $200,656,935.

    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 7,070,345 shares
    Change vs previous 13F +94,012 shares

    0.41% of the 13F portfolio, value $172,799,232.

    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 6,976,333 shares
    Change vs previous 13F -2,232,295 shares

    0.42% of the 13F portfolio, value $154,037,433.

    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 9,208,628 shares
    Change vs previous 13F +6,075,218 shares

    0.58% of the 13F portfolio, value $213,455,997.

    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 3,133,410 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $212,601,869.

    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).