AssetMark Inc’s Schwab Core Bond ETF SCCR Stock Holding History

AssetMark Inc’s Portfolio SCCR Stock Details SCCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2K	Sell	47 -118	-72%	-$3.02K	﹤0.01%	3111
2026 Q1	$4.24K	Hold	165	–	–	﹤0.01%	2629
2025 Q4	$4.26K	Hold	165	–	–	﹤0.01%	2518
2025 Q3	$4.28K	Buy	+165	New	+$4.23K	﹤0.01%	2399

Other funds holding SCCR

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

Vision Retirement Ridgewood, New Jersey $414M AUM

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AssetMark Inc's SCCR Position: Q2 2026 in Review

AssetMark Inc reduced its Schwab Core Bond ETF (SCCR) stake by 72% in Q2 2026, selling an estimated $3.02K and leaving 47 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3111.

AssetMark Inc first reported a position in SCCR in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.28K in Q3 2025. 5 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

AssetMark Inc held 47 shares of Schwab Core Bond ETF worth $1.2K as of Q2 2026.
AssetMark Inc sold 118 Schwab Core Bond ETF shares in Q2 2026, an estimated $3.02K.
Schwab Core Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3111 holding.
AssetMark Inc first reported a position in Schwab Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
AssetMark Inc's Schwab Core Bond ETF position peaked at $4.28K in Q3 2025.
5 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.