AssetMark Inc
SCHK icon

AssetMark Inc’s Schwab 1000 Index ETF SCHK Stock Holding History

AssetMark Inc’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26.7K Buy
729
+48
+7% +$1.76K ﹤0.01% 2130
2026
Q2 		$24.6K Hold
681
– – ﹤0.01% 2099
2026
Q1 		$21.3K Hold
681
– – ﹤0.01% 2027
2025
Q4 		$22.3K Buy
681
+261
+62% +$8.49K ﹤0.01% 1968
2025
Q3 		$13.5K Hold
420
– – ﹤0.01% 2030
2025
Q2 		$12.5K Buy
420
+204
+94% +$5.62K ﹤0.01% 1910
2025
Q1 		$5.82K Buy
216
+200
+1,250% +$5.68K ﹤0.01% 1961
2024
Q4 		$453 Sell
16
-268
-94% -$7.63K ﹤0.01% 2389
2024
Q3 		$7.85K Buy
284
+112
+65% +$2.98K ﹤0.01% 1663
2024
Q2 		$4.5K Sell
172
-304
-64% -$7.68K ﹤0.01% 1619
2024
Q1 		$12.1K Hold
476
– – ﹤0.01% 1353
2023
Q4 		$11K Buy
+476
New +$10.2K ﹤0.01% 1369
2022
Q3 		– Sell
-730
Closed -$13K – 1611
2022
Q2 		$13K Buy
+730
New +$14.5K ﹤0.01% 1192

Other funds holding SCHK

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blake Schutter Theil Wealth Advisors
Blake Schutter Theil Wealth Advisors Dayton, Ohio $145M AUM 13.5% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc's SCHK Position: Q3 2026 in Review

AssetMark Inc increased its Schwab 1000 Index ETF (SCHK) stake by 7% in Q3 2026, buying an estimated $1.76K and bringing the position to 729 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

AssetMark Inc first reported a position in SCHK in Q2 2022 and has held it in 13 quarters since. 155 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

  • AssetMark Inc held 729 shares of Schwab 1000 Index ETF worth $26.7K as of Q3 2026.
  • AssetMark Inc bought 48 Schwab 1000 Index ETF shares in Q3 2026, an estimated $1.76K.
  • Schwab 1000 Index ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2130 holding.
  • AssetMark Inc first reported a position in Schwab 1000 Index ETF in Q2 2022 and has held it in 13 quarters since.
  • 155 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

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