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
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

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

AssetMark Inc's SCHK Position: Q2 2026 in Review

AssetMark Inc held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 681 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

AssetMark Inc first reported a position in SCHK in Q2 2022 and has held it in 12 quarters since. 119 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • AssetMark Inc held 681 shares of Schwab 1000 Index ETF worth $24.6K as of Q2 2026.
  • AssetMark Inc left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2099 holding.
  • AssetMark Inc first reported a position in Schwab 1000 Index ETF in Q2 2022 and has held it in 12 quarters since.
  • 119 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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