AssetMark Inc
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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
2025
Q2 		$2.09M Sell
2025
Q1 		$2.15M Buy
2024
Q4 		$1.38M Buy
2024
Q3 		$1.23M Buy
2024
Q2 		$13K Buy
2023
Q4 		– Sell
2023
Q3 		$1.1K Buy
2021
Q2 		– Sell
2021
Q1 		$3K Buy