Assetmark, Inc Schwab Strategic Tr 1000 Index Transaction History

Assetmark, Inc

$41.6 Billion
Q2 2025

A detailed history of Assetmark, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Assetmark, Inc holds 420 shares of SCHK stock, worth $13,389. This represents 0.0% of its overall portfolio holdings.

Number of Shares

420

Previous 216 94.44%

Holding current value

$13,389

Previous $5,000 140.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$23.87 - $29.82 $4,869 - $6,083	204 Added 94.44%	420 $12,000
Q1 2025 May 06, 2025	BUY	$26.53 - $29.63 $5,306 - $5,926	200 Added 1250.0%	216 $5,000
Q4 2024 Feb 06, 2025	SELL	$27.45 - $55.56 $3,458 - $7,000	-126 Reduced 88.73%	16 $0
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

# of Institutions

237

Shares Held

72.7M

Call Options Held

91.7K

Put Options Held

20.8K

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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