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

Annis Gardner Whiting Capital Advisors, LLC

  • $357 Billion
  • Q4 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 24,059 shares of SCHM stock, worth $695,064. This represents 0.19% of its overall portfolio holdings.

Number of Shares
24,059
Previous 8,493 183.28%
Holding current value
$695,064
Previous $706 Million 5.53%
% of portfolio
0.19%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
994
Shares Held
237M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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