Garrison Asset Management, LLC SCHD Holdings History
Garrison Asset Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2024-09-30, Garrison Asset Management, LLC held 45,102.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $1.27 Mil. This investment constitutes 0.64% of their stock portfolio, and Garrison Asset Management, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2014Q2. And since then Garrison Asset Management, LLC has made 19 purchases of SCHD, at an average price of $41.42, for a total of 69,743.00 shares. In addition, there have been 13 sales at an average price of $55.87 for 24,641.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Garrison Asset Management, LLC's estimated gain on his SCHD holdings is $-293,490.63, reflecting a -10.16% gain to date.
Garrison Asset Management, LLC SCHD ($27.02) Holding Chart
Garrison Asset Management, LLC SCHD ($27.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
