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 $4,105. This represents 0.0% of its overall portfolio holdings.

Number of Shares
142
Previous 86 65.12%
Holding current value
$4,105
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


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