Assetmark, Inc Schwab Strategic Tr 1 5 Yr C Transaction History

Assetmark, Inc

$34.9 Billion
Q3 2024

A detailed history of Assetmark, Inc transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Assetmark, Inc holds 11 shares of SCHJ stock, worth $268. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$268

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$48.09 - $49.69 $528 - $546	11 New	11 $0
Q2 2021 Aug 16, 2021	SELL	$50.92 - $51.3 $1,273 - $1,282	-25 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$50.81 - $51.4 $1,270 - $1,285	25 New	25 $1,000

Others Institutions Holding SCHJ

# of Institutions

100

Shares Held

4.87M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

1.73M
Shares

$42.1 Million
0.02% of portfolio
Columbus Macro, LLC

193K
Shares

$4.7 Million
3.49% of portfolio
Envestnet Asset Management Inc

189K
Shares

$4.62 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

166K
Shares

$4.05 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

164K
Shares

$4.01 Million
0.02% of portfolio

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About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
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