Garrison Asset Management, LLC SCHB Holdings History
Garrison Asset Management, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2024-09-30, Garrison Asset Management, LLC held 242,355.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $5.37 Mil. This investment constitutes 2.73% of their stock portfolio, and Garrison Asset Management, LLC now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2015Q1. And since then Garrison Asset Management, LLC has made 11 purchases of SCHB, at an average price of $26.90, for a total of 550,477.00 shares. In addition, there have been 19 sales at an average price of $37.56 for 308,122.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Garrison Asset Management, LLC's estimated gain on his SCHB holdings is $2.64 Mil, reflecting a 17.82% gain to date.
Garrison Asset Management, LLC SCHB ($24.23) Holding Chart
Garrison Asset Management, LLC SCHB ($24.23) 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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