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 $167,515. This represents 0.3% of its overall portfolio holdings.
Number of Shares
6,829
Previous 6,633
2.95%
Holding current value
$167,515
Previous $516,000
9.88%
% of portfolio
0.3%
Previous 0.28%
Shares
35 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio