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 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

AssetMark Inc's SCHC Position: Q2 2026 in Review

AssetMark Inc increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 35% in Q2 2026, buying an estimated $4.51K and bringing the position to 353 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

AssetMark Inc first reported a position in SCHC in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.7K in Q4 2025. 525 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

AssetMark Inc held 353 shares of Schwab International Small-Cap Equity ETF worth $17K as of Q2 2026.
AssetMark Inc bought 91 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $4.51K.
Schwab International Small-Cap Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2252 holding.
AssetMark Inc first reported a position in Schwab International Small-Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
AssetMark Inc's Schwab International Small-Cap Equity ETF position peaked at $19.7K in Q4 2025.
525 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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