AssetMark Inc’s Schwab International Dividend Equity ETF SCHY Stock Holding History

AssetMark Inc’s Portfolio SCHY Stock Details SCHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$57.1K	Buy	1,820 +132	+8%	+$4.33K	﹤0.01%	1831
2026 Q2	$53.6K	Sell	1,688 -27	-2%	-$871	﹤0.01%	1810
2026 Q1	$54.3K	Sell	1,715 -356	-17%	-$11.3K	﹤0.01%	1727
2025 Q4	$61.8K	Buy	2,071 +1,320	+176%	+$38.1K	﹤0.01%	1643
2025 Q3	$21K	Sell	751 -136	-15%	-$3.78K	﹤0.01%	1901
2025 Q2	$24.3K	Sell	887 -2,074	-70%	-$54.7K	﹤0.01%	1762
2025 Q1	$75.2K	Sell	2,961 -122,465	-98%	-$2.99M	﹤0.01%	1346
2024 Q4	$2.9M	Buy	+125,426	New	+$3.07M	0.01%	629

Other funds holding SCHY

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

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

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Greg Jennings Dewitt, New York $142M AUM

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

AssetMark Inc's SCHY Position: Q3 2026 in Review

AssetMark Inc increased its Schwab International Dividend Equity ETF (SCHY) stake by 7.8% in Q3 2026, buying an estimated $4.33K and bringing the position to 1,820 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

AssetMark Inc first reported a position in SCHY in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.9M in Q4 2024. 109 funds tracked by Wall St. Rank hold SCHY as of Q3 2026.

AssetMark Inc held 1,820 shares of Schwab International Dividend Equity ETF worth $57.1K as of Q3 2026.
AssetMark Inc bought 132 Schwab International Dividend Equity ETF shares in Q3 2026, an estimated $4.33K.
Schwab International Dividend Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1831 holding.
AssetMark Inc first reported a position in Schwab International Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
AssetMark Inc's Schwab International Dividend Equity ETF position peaked at $2.9M in Q4 2024.
109 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2026.

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