AssetMark Inc
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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
Q3 		$10.3M Buy
466,335
+2,886
+0.6% +$68.5K 0.02% 563
2026
Q2 		$11M Buy
463,449
+278,093
+150% +$6.48M 0.02% 548
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 – 1694
2022
Q4 		$142K Buy
+7,359
New +$142K ﹤0.01% 871
2022
Q3 		– Sell
-305
Closed -$6K – 1610
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

Other funds holding SCHH

Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

AssetMark Inc's SCHH Position: Q3 2026 in Review

AssetMark Inc increased its Schwab US REIT ETF (SCHH) stake by 0.62% in Q3 2026, buying an estimated $68.5K and bringing the position to 466,335 shares worth $10.3M. The position accounts for 0.02% of the portfolio, ranked #563.

AssetMark Inc first reported a position in SCHH in Q1 2021 and has held it in 17 quarters since. The position peaked at $11M in Q2 2026. 246 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • AssetMark Inc held 466,335 shares of Schwab US REIT ETF worth $10.3M as of Q3 2026.
  • AssetMark Inc bought 2,886 Schwab US REIT ETF shares in Q3 2026, an estimated $68.5K.
  • Schwab US REIT ETF made up 0.02% of AssetMark Inc's portfolio in Q3 2026, its #563 holding.
  • AssetMark Inc first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 17 quarters since.
  • AssetMark Inc's Schwab US REIT ETF position peaked at $11M in Q2 2026.
  • 246 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

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