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Schwab Strategic Tr long term us shares owned by Assetmark

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Schwab Strategic Tr long term us

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All positions including Schwab Strategic Tr long term us held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr long term us by Assetmark

Quarter filed Position value Share count Share price at filing
2024-12-31 $251 8 31.38
2024-09-30 $10k 287 34.99
2021-03-31 $0 5 0.00

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Top funds holding Schwab Strategic Tr long term us

Total Investment Management
Mirae Asset Global Investments
Envestnet Asset Management
Ambassador Advisors
Wealth Enhancement Advisory Services
Raymond James Financial
Raymond James Financial Services Advisors
Ameriprise Financial
Werba Rubin Papier Wealth Management
SFMG Wealth Advisors
LPL Financial
Goldman Sachs Group
Mml Investors Services
Morgan Stanley
Royal Bank of Canada

View all funds holding Schwab Strategic Tr long term us