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Garner Asset Management Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Garner Asset Management Corp’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-750
Closed -$20.6K – 347
2025
Q4 		$20.6K Buy
+750
New +$20.4K 0.01% 289

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Bank of America
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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Garner Asset Management Corp's SCHD Position: Q1 2026 in Review

Garner Asset Management Corp sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 750 shares — an estimated $20.6K sold.

Garner Asset Management Corp first reported a position in SCHD in Q4 2025 and held it in 1 quarter. The position peaked at $20.6K in Q4 2025. 2,064 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Garner Asset Management Corp reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Garner Asset Management Corp sold 750 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $20.6K.
  • Garner Asset Management Corp first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and held it in 1 quarter.
  • Garner Asset Management Corp's Schwab US Dividend Equity ETF position peaked at $20.6K in Q4 2025.
  • 2,064 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Garner Asset Management Corp's 13F filing for Q1 2026, filed 29 Apr 2026.