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

Annis Gardner Whiting Capital Advisors, LLC

  • $289 Billion
  • Q2 2025

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 23,431 shares of SCHA stock, worth $603,816. This represents 0.21% of its overall portfolio holdings.

Number of Shares
23,431
Previous 19,031 23.12%
Holding current value
$603,816
Previous $446 Million 32.95%
% of portfolio
0.21%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$20.42 - $25.3 $89,848 - $111,320
4,400 Added 23.12%
23,431 $593 Million
Q1 2025

May 09, 2025
BUY
$23.16 - $27.04 $40,530 - $47,320
1,750 Added 10.13%
19,031 $446 Million
Q4 2024

Feb 12, 2025
BUY
$25.33 - $51.16 $206,262 - $416,595
8,143 Added 89.11%
17,281 $447 Million
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
1,268
Shares Held
255M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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