Annis Gardner Whiting Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Annis Gardner Whiting Capital Advisors, LLC
- $352 Billion
- Q2 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 7,438 shares of SCHM stock, worth $205,363. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,438Holding current value
$205,363% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
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Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
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High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio