Garrison Asset Management, LLC SCHM Holdings History
Garrison Asset Management, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2024-09-30, Garrison Asset Management, LLC held 20,487.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $567,420.00. This investment constitutes 0.29% of their stock portfolio, and Garrison Asset Management, LLC now holds 0% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q2. And since then Garrison Asset Management, LLC has made 13 purchases of SCHM, at an average price of $41.96, for a total of 28,039.00 shares. In addition, there have been 13 sales at an average price of $54.10 for 7,552.00 shares. Based on historical transaction data and SCHM's current price of $28.76, Garrison Asset Management, LLC's estimated gain on his SCHM holdings is $-178,733.52, reflecting a -15.19% gain to date.
Garrison Asset Management, LLC SCHM ($28.76) Holding Chart
Garrison Asset Management, LLC SCHM ($28.76) 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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