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Garner Asset Management Corp’s Schwab 1000 Index ETF SCHK Stock Holding History

Garner Asset Management Corp’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,341
Closed -$44K – 348
2025
Q4 		$44K Buy
+1,341
New +$43.6K 0.02% 240

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

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

Garner Asset Management Corp sold out of Schwab 1000 Index ETF (SCHK) in Q1 2026, closing a stake of 1,341 shares — an estimated $44K sold.

Garner Asset Management Corp first reported a position in SCHK in Q4 2025 and held it in 1 quarter. The position peaked at $44K in Q4 2025. 236 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Garner Asset Management Corp reported no remaining Schwab 1000 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Garner Asset Management Corp sold 1,341 Schwab 1000 Index ETF shares in Q1 2026, an estimated $44K.
  • Garner Asset Management Corp first reported a position in Schwab 1000 Index ETF in Q4 2025 and held it in 1 quarter.
  • Garner Asset Management Corp's Schwab 1000 Index ETF position peaked at $44K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

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