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
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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AssetMark Inc's SCHH Position: Q2 2026 in Review

AssetMark Inc increased its Schwab US REIT ETF (SCHH) stake by 150% in Q2 2026, buying an estimated $6.48M and bringing the position to 463,449 shares worth $11M. The position accounts for 0.02% of the portfolio, ranked #548.

AssetMark Inc first reported a position in SCHH in Q1 2021 and has held it in 16 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • AssetMark Inc held 463,449 shares of Schwab US REIT ETF worth $11M as of Q2 2026.
  • AssetMark Inc bought 278,093 Schwab US REIT ETF shares in Q2 2026, an estimated $6.48M.
  • Schwab US REIT ETF made up 0.02% of AssetMark Inc's portfolio in Q2 2026, its #548 holding.
  • AssetMark Inc first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 16 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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