Assetmark, Inc Schwab Strategic Tr 1 5 Yr C Transaction History
Assetmark, Inc
- $41.6 Billion
- Q2 2025
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 44 shares of SCHJ stock, worth $1,091. This represents 0.0% of its overall portfolio holdings.
Number of Shares
44
Previous 22
100.0%
Holding current value
$1,091
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHJ
# of Institutions
129Shares Held
7.34MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
-
Meridian Wealth Management, LLC396KShares$9.82 Million0.39% of portfolio
-
Envestnet Asset Management Inc378KShares$9.37 Million0.0% of portfolio
-
White Wing Wealth Management The Wodlands, TX345KShares$8.56 Million5.44% of portfolio
-
Tap Consulting, LLC334KShares$8.29 Million1.74% of portfolio