Garrison Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Garrison Asset Management, LLC
- $188 Million
- Q1 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 6,658 shares of SCHM stock, worth $516,327. This represents 0.29% of its overall portfolio holdings.
Number of Shares
6,658
Previous 6,668
0.15%
Holding current value
$516,327
Previous $502,000
7.97%
% of portfolio
0.29%
Previous 0.28%
Shares
33 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$785 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$166 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio