Garrison Asset Management, LLC Schwab Strategic Tr 1000 Index Transaction History

Garrison Asset Management, LLC

$184 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 02, 2021	SELL	$32.23 - $37.39 $483,449 - $560,850	-15,000 Closed	0 $0
Q4 2018 Feb 06, 2019	BUY	N/A	15,000 New	15,000 $368,000

Others Institutions Holding SCHK

# of Institutions

169

Shares Held

34.5M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

24.2M
Shares

$1.33 Billion
2.82% of portfolio
Legacy Wealth Management, Inc

3.65M
Shares

$201 Million
13.81% of portfolio
Warwick Investment Management, Inc.

1.88M
Shares

$103 Million
23.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$69.9 Million
5.9% of portfolio
Waddell & Associates, LLC

950K
Shares

$52.3 Million
6.58% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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