AssetMark Inc’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

AssetMark Inc’s Portfolio SCHI Stock Details SCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.4K	Sell	1,829 -38,498	-95%	-$872K	﹤0.01%	1903
2026 Q1	$915K	Sell	40,327 -15,267	-27%	-$350K	﹤0.01%	1056
2025 Q4	$1.28M	Sell	55,594 -35,754	-39%	-$824K	﹤0.01%	968
2025 Q3	$2.11M	Sell	91,348 -497	-0.5%	-$11.3K	﹤0.01%	799
2025 Q2	$2.09M	Sell	91,845 -3,987	-4%	-$88.9K	﹤0.01%	755
2025 Q1	$2.15M	Buy	95,832 +33,213	+53%	+$739K	0.01%	699
2024 Q4	$1.38M	Buy	62,619 +9,459	+18%	+$213K	﹤0.01%	789
2024 Q3	$1.23M	Buy	53,160 +52,572	+8,941%	+$1.19M	﹤0.01%	750
2024 Q2	$13K	Buy	+588	New	+$12.9K	﹤0.01%	1454
2023 Q4	–	Sell	-52	Closed	-$1.1K	–	1993
2023 Q3	$1.1K	Buy	+52	New	+$1.13K	﹤0.01%	1525
2021 Q2	–	Sell	-132	Closed	-$3K	–	1517
2021 Q1	$3K	Buy	+132	New	+$3.47K	﹤0.01%	1128

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

VST

Van Strum & Towne San Francisco, California $367M AUM 19.6% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

AssetMark Inc's SCHI Position: Q2 2026 in Review

AssetMark Inc reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 95% in Q2 2026, selling an estimated $872K and leaving 1,829 shares worth $41.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

AssetMark Inc first reported a position in SCHI in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.15M in Q1 2025. 121 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

AssetMark Inc held 1,829 shares of Schwab 5-10 Year Corporate Bond ETF worth $41.4K as of Q2 2026.
AssetMark Inc sold 38,498 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $872K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1903 holding.
AssetMark Inc first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 11 quarters since.
AssetMark Inc's Schwab 5-10 Year Corporate Bond ETF position peaked at $2.15M in Q1 2025.
121 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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