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 Q3	$54.4K	Buy	2,538 +709	+39%	+$15.7K	﹤0.01%	1853
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	+$1.12K	﹤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

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BCG

BRIA Capital Group Wesley Chapel, Florida $147M AUM 19.54% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

AssetMark Inc's SCHI Position: Q3 2026 in Review

AssetMark Inc increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 39% in Q3 2026, buying an estimated $15.7K and bringing the position to 2,538 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

AssetMark Inc first reported a position in SCHI in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.15M in Q1 2025. 148 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

AssetMark Inc held 2,538 shares of Schwab 5-10 Year Corporate Bond ETF worth $54.4K as of Q3 2026.
AssetMark Inc bought 709 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $15.7K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1853 holding.
AssetMark Inc first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 12 quarters since.
AssetMark Inc's Schwab 5-10 Year Corporate Bond ETF position peaked at $2.15M in Q1 2025.
148 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

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