Annis Gardner Whiting Capital Advisors, LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 8,493 shares of SCHM stock, worth $253,855. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,493
Previous 7,438 14.18%
Holding current value
$253,855
Previous $581 Million 21.5%
% of portfolio
0.2%
Previous 0.17%

Shares

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

Nov 14, 2024
BUY
$75.47 - $83.18 $79,620 - $87,754
1,055 Added 14.18%
8,493 $706 Million
Q2 2024

Aug 12, 2024
BUY
$75.69 - $81.19 $562,982 - $603,891
7,438 New
7,438 $581 Million

Others Institutions Holding SCHM

# of Institutions
948
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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