AssetMark Inc’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

AssetMark Inc’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$26.9K	Buy	541 +188	+53%	+$9.36K	﹤0.01%	2129
2026 Q2	$17K	Buy	353 +91	+35%	+$4.51K	﹤0.01%	2252
2026 Q1	$12.2K	Sell	262 -171	-39%	-$8.27K	﹤0.01%	2244
2025 Q4	$19.7K	Buy	433 +25	+6%	+$1.13K	﹤0.01%	2013
2025 Q3	$18.6K	Buy	408 +38	+10%	+$1.67K	﹤0.01%	1941
2025 Q2	$15.8K	Buy	370 +353	+2,076%	+$13.7K	﹤0.01%	1863
2025 Q1	$610	Hold	17	–	–	﹤0.01%	2381
2024 Q4	$584	Buy	17 +13	+325%	+$474	﹤0.01%	2348
2024 Q3	$154	Sell	4 -18	-82%	-$663	﹤0.01%	2191
2024 Q2	$783	Buy	+22	New	+$784	﹤0.01%	1883

Other funds holding SCHC

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

AssetMark Inc's SCHC Position: Q3 2026 in Review

AssetMark Inc increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 53% in Q3 2026, buying an estimated $9.36K and bringing the position to 541 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

AssetMark Inc first reported a position in SCHC in Q2 2024 and has held it in 10 quarters since. 277 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

AssetMark Inc held 541 shares of Schwab International Small-Cap Equity ETF worth $26.9K as of Q3 2026.
AssetMark Inc bought 188 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $9.36K.
Schwab International Small-Cap Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2129 holding.
AssetMark Inc first reported a position in Schwab International Small-Cap Equity ETF in Q2 2024 and has held it in 10 quarters since.
277 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.