Position history for ASSETMARK, INC's holdings in SCHWAB STRATEGIC TR
ASSETMARK, INC holds 6.5M shares of SCHX (SCHWAB STRATEGIC TR), worth $175.3M as of 2025-Q4. The position was decreased (-14.5% shares). SCHX represents 0.4% of ASSETMARK, INC's portfolio.
Current Value
$175.3M
Current Shares
6.5M
Total Value Change
-$24.6M
Total Shares Change
+3.4M
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Decreased |
| 6.5M |
-14.5% |
| $175.3M |
| 0.4% |
| $27.12 |
0 |
| 2025-Q3 | Increased | 7.6M | +7.8% | $200.7M | 0.4% | $26.19 | 39 |
| 2025-Q2 | Increased | 7.1M | +1.4% | $172.8M | 0.4% | $24.19 | 37 |
| 2025-Q1 | Decreased | 7M | -24.2% | $154M | 0.4% | $21.77 | 0 |
| 2024-Q4 | Increased | 9.2M | +193.9% | $213.5M | 0.6% | $23.00 | 70 |
| 2024-Q3 | Increased | 3.1M | +0.7% | $212.6M | 0.6% | $22.20 | 43 |
| 2024-Q2 | Increased | 3.1M | +12.0% | $199.9M | 0.6% | $21.03 | 48 |