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 $252,072. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,493
Previous 7,438
14.18%
Holding current value
$252,072
Previous $581 Million
21.5%
% of portfolio
0.2%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio