Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,449,284
+$121,441 QoQ
Shares Held
15,707
+11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,053
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Garner Asset Management Corp holds $4,541,095 across 3 Capital Markets names. SCHW ranks #2 (31.9% of the industry book) .
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,449,284 | 15,707 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,327,843 | 14,129 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,429,112 | 14,304 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,285,312 | 13,463 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,239,312 | 13,583 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,214,983 | 15,521 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,267,569 | 17,127 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,165,543 | 17,984 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,316,324 | 17,863 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,292,137 | 17,862 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,060,964 | 15,421 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,053,476 | 19,189 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,183,931 | 20,888 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,426,359 | 27,231 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,212,967 | 26,579 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,919,144 | 26,703 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,080,770 | 32,934 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,254,618 | 26,742 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,240,508 | 26,641 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,940,530 | 26,641 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,926,625 | 26,461 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,723,098 | 26,436 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,441,362 | 27,175 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $982,738 | 27,125 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $911,958 | 27,029 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $915,607 | 27,234 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||