AssetMark Inc
SCHQ

AssetMark Inc’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

AssetMark Inc’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$563 Hold
18
– – ﹤0.01% 3271
2026
Q1 		$566 Hold
18
– – ﹤0.01% 3168
2025
Q4 		$571 Buy
+18
New +$582 ﹤0.01% 3074
2025
Q2 		– Sell
-8
Closed -$262 – 3112
2025
Q1 		$262 Hold
8
– – ﹤0.01% 2505
2024
Q4 		$251 Sell
8
-279
-97% -$9.2K ﹤0.01% 2461
2024
Q3 		$10K Buy
+287
New +$9.86K ﹤0.01% 1622
2021
Q2 		– Sell
-5
Closed – – 1519
2021
Q1 		$0 Buy
+5
New +$252 ﹤0.01% 1508

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
BBWP
Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania $351M AUM 19.02% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM

AssetMark Inc's SCHQ Position: Q2 2026 in Review

AssetMark Inc held its Schwab Long-Term US Treasury ETF (SCHQ) position steady in Q2 2026 at 18 shares worth $563. The position accounts for ﹤0.01% of the portfolio, ranked #3271.

AssetMark Inc first reported a position in SCHQ in Q1 2021 and has held it in 7 quarters since. The position peaked at $10K in Q3 2024. 53 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • AssetMark Inc held 18 shares of Schwab Long-Term US Treasury ETF worth $563 as of Q2 2026.
  • AssetMark Inc left its Schwab Long-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3271 holding.
  • AssetMark Inc first reported a position in Schwab Long-Term US Treasury ETF in Q1 2021 and has held it in 7 quarters since.
  • AssetMark Inc's Schwab Long-Term US Treasury ETF position peaked at $10K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

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