Assetmark Financial Hldg shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Assetmark Financial Hldg
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Download as csv Download as ExcelQuarterly reported holdings in Assetmark Financial Hldg by Charles Schwab Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $5.1M | 172k | 29.95 |
2023-09-30 | $4.2M | 169k | 25.08 |
2023-06-30 | $4.8M | 162k | 29.66 |
2023-03-31 | $5.0M | 159k | 31.45 |
2022-12-31 | $3.6M | 158k | 23.00 |
2022-09-30 | $2.9M | 156k | 18.29 |
2022-06-30 | $2.6M | 140k | 18.78 |
2022-03-31 | $3.0M | 136k | 22.25 |
2021-12-31 | $3.5M | 133k | 26.22 |
2021-09-30 | $3.3M | 131k | 24.87 |
2021-06-30 | $3.0M | 121k | 25.06 |
2021-03-31 | $2.7M | 116k | 23.35 |
2020-12-31 | $2.7M | 112k | 24.21 |
2020-09-30 | $2.4M | 109k | 21.74 |
2020-06-30 | $2.5M | 91k | 27.29 |
2020-03-31 | $1.6M | 80k | 20.39 |
2019-12-31 | $2.3M | 79k | 29.02 |
2019-09-30 | $2.0M | 78k | 26.05 |
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