AssetMark Inc
SCHH icon

AssetMark Inc’s Schwab US REIT ETF SCHH Stock Holding History

AssetMark Inc’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.98M Sell
185,356
-1,355
-0.7% -$29.7K 0.01% 731
2025
Q4 		$3.9M Buy
186,711
+25,125
+16% +$533K 0.01% 707
2025
Q3 		$3.49M Buy
161,586
+159,105
+6,413% +$3.39M 0.01% 707
2025
Q2 		$52.5K Sell
2,481
-2,818
-53% -$59K ﹤0.01% 1547
2025
Q1 		$114K Buy
5,299
+2,235
+73% +$47.8K ﹤0.01% 1248
2024
Q4 		$64.5K Buy
3,064
+2,319
+311% +$51.8K ﹤0.01% 1348
2024
Q3 		$17.3K Sell
745
-875
-54% -$19.1K ﹤0.01% 1528
2024
Q2 		$32.4K Buy
1,620
+918
+131% +$17.9K ﹤0.01% 1307
2024
Q1 		$14.3K Buy
+702
New +$14.1K ﹤0.01% 1333
2023
Q4 		– Sell
-9,403
Closed -$167K – 1992
2023
Q3 		$167K Buy
9,403
+6,162
+190% +$119K ﹤0.01% 904
2023
Q2 		$63.3K Buy
+3,241
New +$62.1K ﹤0.01% 1024
2023
Q1 		– Sell
-7,359
Closed -$142K – 1698
2022
Q4 		$142K Buy
+7,359
New +$142K ﹤0.01% 871
2022
Q3 		– Sell
-305
Closed -$6K – 1617
2022
Q2 		$6K Sell
305
-608
-67% -$14K ﹤0.01% 1284
2022
Q1 		$23K Buy
+913
New +$22K ﹤0.01% 1052
2021
Q2 		– Sell
-1,526
Closed -$31K – 1516
2021
Q1 		$31K Buy
+1,526
New +$29.8K ﹤0.01% 804

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