Annis Gardner Whiting Capital Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$355 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$47.73 - $48.35 $572,998 - $580,441	12,005 New	12,005 $580 Million

Others Institutions Holding SCHJ

# of Institutions

111

Shares Held

3.51M

Call Options Held

Put Options Held

Columbus Macro, LLC

193K
Shares

$4.71 Million
3.49% of portfolio
Envestnet Asset Management Inc

189K
Shares

$4.63 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

168K
Shares

$4.12 Million
0.02% of portfolio
Tap Consulting, LLC

164K
Shares

$4.02 Million
1.67% of portfolio
Bank Of America Corp Charlotte, NC

153K
Shares

$3.74 Million
0.0% of portfolio

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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