Garrison Asset Management, LLC SCHX Holdings History
Garrison Asset Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2024-09-30, Garrison Asset Management, LLC held 40,299.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $911,430.00. This investment constitutes 0.46% of their stock portfolio, and Garrison Asset Management, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then Garrison Asset Management, LLC has made 13 purchases of SCHX, at an average price of $27.45, for a total of 67,119.00 shares. In addition, there have been 14 sales at an average price of $44.01 for 26,820.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Garrison Asset Management, LLC's estimated gain on his SCHX holdings is $339,784.27, reflecting a 18.44% gain to date.
Garrison Asset Management, LLC SCHX ($24.86) Holding Chart
Garrison Asset Management, LLC SCHX ($24.86) 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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