GAMC
SCHV

Garner Asset Management Corp’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Garner Asset Management Corp’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-145
Closed -$4.29K – 350
2025
Q4 		$4.29K Buy
+145
New +$4.24K ﹤0.01% 370

Other funds holding SCHV

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Garner Asset Management Corp sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 145 shares — an estimated $4.29K sold.

Garner Asset Management Corp first reported a position in SCHV in Q4 2025 and held it in 1 quarter. The position peaked at $4.29K in Q4 2025. 965 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Garner Asset Management Corp reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Garner Asset Management Corp sold 145 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $4.29K.
  • Garner Asset Management Corp first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Garner Asset Management Corp's Schwab US Large-Cap Value ETF position peaked at $4.29K in Q4 2025.
  • 965 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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