A detailed history of Assetmark, Inc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Assetmark, Inc holds 62,619 shares of SCHI stock, worth $1.39 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
62,619
Previous 26,580 135.59%
Holding current value
$1.39 Million
Previous $1.23 Million 12.72%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025

BUY
$22.02 - $46.16 $793,578 - $1.66 Million
36,039 Added 135.59%
62,619 $1.38 Million
Q3 2024

Nov 01, 2024

BUY
$43.73 - $46.29 $1.15 Million - $1.22 Million
26,286 Added 8940.82%
26,580 $1.23 Million
Q2 2024

Aug 13, 2024

BUY
$43.11 - $44.42 $12,674 - $13,059
294 New
294 $12,000
Q3 2023

Oct 27, 2023

BUY
$42.12 - $44.19 $1,095 - $1,148
26 New
26 $1,000
Q2 2021

Aug 16, 2021

SELL
$51.28 - $52.56 $3,384 - $3,468
-66 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$51.17 - $53.57 $3,377 - $3,535
66 New
66 $3,000

Others Institutions Holding SCHI

About SCHWAB STRATEGIC TR 5 -10 YR C


  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
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