Garrison Asset Management, LLC SCHA Holdings History
Garrison Asset Management, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2024-09-30, Garrison Asset Management, LLC held 108,006.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $2.78 Mil. This investment constitutes 1.41% of their stock portfolio, and Garrison Asset Management, LLC now holds 0.01% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2015Q4. And since then Garrison Asset Management, LLC has made 10 purchases of SCHA, at an average price of $28.40, for a total of 151,841.00 shares. In addition, there have been 17 sales at an average price of $38.57 for 43,835.00 shares. Based on historical transaction data and SCHA's current price of $26.08, Garrison Asset Management, LLC's estimated gain on his SCHA holdings is $194,580.03, reflecting a 4.51% gain to date.
Garrison Asset Management, LLC SCHA ($26.08) Holding Chart
Garrison Asset Management, LLC SCHA ($26.08) 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 % | |||
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