Assetmark, Inc Schwab Strategic Tr Long Term Transaction History

Assetmark, Inc

$36.4 Billion
Q4 2024

A detailed history of Assetmark, Inc transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Assetmark, Inc holds 8 shares of SCHQ stock, worth $260. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 287 97.21%

Holding current value

$260

Previous $10,000 100.0%

% of portfolio

0.0%

Previous 0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	SELL	$31.33 - $35.13 $8,741 - $9,801	-279 Reduced 97.21%	8 $0
Q3 2024 Nov 01, 2024	BUY	$32.17 - $35.98 $9,232 - $10,326	287 New	287 $10,000
Q2 2021 Aug 16, 2021	SELL	$47.35 - $50.59 $236 - $252	-5 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$46.75 - $54.72 $233 - $273	5 New	5 $0

Others Institutions Holding SCHQ

# of Institutions

107

Shares Held

11.4M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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