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Garner Asset Management Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Garner Asset Management Corp’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-48
Closed -$1.44K – 349
2025
Q4 		$1.44K Buy
+48
New +$1.43K ﹤0.01% 401

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Cerity Partners
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Jones Financial Companies
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LWMT
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Garner Asset Management Corp's SCHM Position: Q1 2026 in Review

Garner Asset Management Corp sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 48 shares — an estimated $1.44K sold.

Garner Asset Management Corp first reported a position in SCHM in Q4 2025 and held it in 1 quarter. The position peaked at $1.44K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Garner Asset Management Corp reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Garner Asset Management Corp sold 48 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.44K.
  • Garner Asset Management Corp first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Garner Asset Management Corp's Schwab US Mid-Cap ETF position peaked at $1.44K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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