Garrison Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Garrison Asset Management, LLC
- $190 Million
- Q3 2024
A detailed history of Garrison Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Garrison Asset Management, LLC holds 6,829 shares of SCHM stock, worth $190,051. This represents 0.3% of its overall portfolio holdings.
Number of Shares
6,829
Previous 6,633
2.95%
Holding current value
$190,051
Previous $516,000
9.88%
% of portfolio
0.3%
Previous 0.28%
Shares
35 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio