Garrison Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Garrison Asset Management, LLC
- $190 Million
- Q3 2024
A detailed history of Garrison Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Garrison Asset Management, LLC holds 80,785 shares of SCHB stock, worth $1.73 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
80,785
Previous 83,401
3.14%
Holding current value
$1.73 Million
Previous $5.24 Million
2.48%
% of portfolio
2.83%
Previous 2.85%
Shares
35 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio