AssetMark Inc
SCHE icon

AssetMark Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

AssetMark Inc’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$140K Buy
3,851
+102
+3% +$3.64K ﹤0.01% 1541
2026
Q1 		$124K Buy
3,749
+260
+7% +$8.88K ﹤0.01% 1474
2025
Q4 		$114K Buy
3,489
+74
+2% +$2.47K ﹤0.01% 1455
2025
Q3 		$114K Buy
3,415
+490
+17% +$15.4K ﹤0.01% 1398
2025
Q2 		$88.2K Buy
2,925
+1,501
+105% +$42.5K ﹤0.01% 1398
2025
Q1 		$39.3K Buy
1,424
+311
+28% +$8.51K ﹤0.01% 1507
2024
Q4 		$29.6K Buy
1,113
+880
+378% +$24.8K ﹤0.01% 1557
2024
Q3 		$6.8K Buy
233
+21
+10% +$568 ﹤0.01% 1689
2024
Q2 		$5.63K Sell
212
-65
-23% -$1.69K ﹤0.01% 1578
2024
Q1 		$6.99K Buy
+277
New +$6.81K ﹤0.01% 1425
2021
Q4 		– Sell
-86
Closed -$3K – 1631
2021
Q3 		$3K Buy
+86
New +$2.69K ﹤0.01% 1236
2021
Q2 		– Sell
-358
Closed -$11K – 1515
2021
Q1 		$11K Buy
+358
New +$11.7K ﹤0.01% 923
2020
Q4 		– Sell
-708
Closed -$19K – 1482
2020
Q3 		$19K Buy
+708
New +$18.9K ﹤0.01% 842

Other funds holding SCHE

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

AssetMark Inc's SCHE Position: Q2 2026 in Review

AssetMark Inc increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.7% in Q2 2026, buying an estimated $3.64K and bringing the position to 3,851 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

AssetMark Inc first reported a position in SCHE in Q3 2020 and has held it in 13 quarters since. 455 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • AssetMark Inc held 3,851 shares of Schwab Emerging Markets Equity ETF worth $140K as of Q2 2026.
  • AssetMark Inc bought 102 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $3.64K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1541 holding.
  • AssetMark Inc first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and has held it in 13 quarters since.
  • 455 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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