Annis Gardner Whiting Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$236 Billion
Q1 2025

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 26,309 shares of SCHM stock, worth $716,394. This represents 0.29% of its overall portfolio holdings.

Number of Shares

26,309

Previous 24,059 9.35%

Holding current value

$716,394

Previous $667 Million 3.39%

% of portfolio

0.29%

Previous 0.19%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$25.58 - $29.24 $57,554 - $65,790	2,250 Added 9.35%	26,309 $689 Million
Q4 2024 Feb 12, 2025	BUY	$27.54 - $83.04 $428,687 - $1.29 Million	15,566 Added 183.28%	24,059 $667 Million
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

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

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.

Account

Annis Gardner Whiting Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History