A detailed history of Assetmark, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Assetmark, Inc holds 142 shares of SCHK stock, worth $4,055. This represents 0.0% of its overall portfolio holdings.

Number of Shares
142
Previous 86 65.12%
Holding current value
$4,055
Previous $4,000 75.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$49.82 - $55.29 $2,789 - $3,096
56 Added 65.12%
142 $7,000
Q2 2024

Aug 13, 2024

SELL
$47.83 - $52.72 $7,270 - $8,013
-152 Reduced 63.87%
86 $4,000
Q4 2023

Feb 09, 2024

BUY
$39.52 - $46.21 $9,405 - $10,997
238 New
238 $10,000
Q2 2022

Aug 03, 2022

BUY
$35.4 - $44.52 $12,921 - $16,249
365 New
365 $13,000

Others Institutions Holding SCHK

About SCHWAB STRATEGIC TR 1000 INDEX


  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
Track This Portfolio

Track Assetmark, Inc Portfolio

Follow Assetmark, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.