Back to ASSETMARK, INC ASSETMARK, INC

SCHXSCHX
Showing 8 of 30 quarters

Position history for ASSETMARK, INCASSETMARK, INC's holdings in SCHWAB US LARGE-CAP ETF

ASSETMARK, INC holds 6.6M shares of SCHX (SCHWAB US LARGE-CAP ETF), worth $195M as of 2026-Q2. The position was increased (+1.7% shares). SCHX represents 0.3% of ASSETMARK, INC's portfolio.

Current Value

$195M

Current Shares

6.6M

Total Value Change

-$17.6M

Total Shares Change

+3.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.6M
+1.7%
$195M0.3%$29.43
37
2026-Q1
Increased
6.5M
+0.0%
$167.1M0.3%$26.83
36
2025-Q4
Decreased
6.5M
-14.5%
$175.3M0.4%$27.12
0
2025-Q3
Increased
7.6M
+7.8%
$200.7M0.4%$26.19
39
2025-Q2
Increased
7.1M
+1.4%
$172.8M0.4%$24.19
37
2025-Q1
Decreased
7M
-24.2%
$154M0.4%$21.77
0
2024-Q4
Increased
9.2M
+193.9%
$213.5M0.6%$23.00
70
2024-Q3
Increased
3.1M
+0.7%
$212.6M0.6%$22.20
43

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used