Assetmark, Inc Schwab Strategic Tr Long Term Transaction History
Assetmark, Inc
- $30.5 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding SCHQ
# of Institutions
88Shares Held
13MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.53MShares$83.8 Million10.74% of portfolio
-
Bank Of America Corp Charlotte, NC2.35MShares$77.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.66MShares$54.8 Million0.02% of portfolio
-
Sfmg, LLC642KShares$21.2 Million1.88% of portfolio
-
Northwest Capital Management Inc499KShares$16.5 Million5.51% of portfolio