Annis Gardner Whiting Capital Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Annis Gardner Whiting Capital Advisors, LLC

  • $355 Billion
  • Q3 2024

A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 9,138 shares of SCHA stock, worth $239,506. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,138
Previous 8,854 3.21%
Holding current value
$239,506
Previous $422 Million 11.64%
% of portfolio
0.13%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$46.9 - $51.96 $13,319 - $14,756
284 Added 3.21%
9,138 $471 Million
Q2 2024

Aug 12, 2024
BUY
$45.24 - $49.04 $400,554 - $434,200
8,854 New
8,854 $422 Million

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Annis Gardner Whiting Capital Advisors, LLC Portfolio

Follow Annis Gardner Whiting Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Annis Gardner Whiting Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annis Gardner Whiting Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email