Assetmark, Inc Schwab Strategic Tr 1000 Index Transaction History
Assetmark, Inc
- $45.6 Billion
- Q3 2025
A detailed history of Assetmark, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Assetmark, Inc holds 420 shares of SCHK stock, worth $13,565. This represents 0.0% of its overall portfolio holdings.
Number of Shares
420
Previous 420
-0.0%
Holding current value
$13,565
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHK
# of Institutions
238Shares Held
71.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$78.5 Million5.96% of portfolio