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

Annis Gardner Whiting Capital Advisors, LLC

$485 Billion
Q3 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 33,950 shares of SCHM stock, worth $989,982. This represents 0.21% of its overall portfolio holdings.

Number of Shares

33,950

Previous 36,559 7.14%

Holding current value

$989,982

Previous $1.03 Billion 1.87%

% of portfolio

0.21%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$28.15 - $30.13 $73,443 - $78,609	-2,609 Reduced 7.14%	33,950 $1.01 Billion
Q2 2025 Aug 11, 2025	BUY	$22.92 - $28.05 $234,930 - $287,512	10,250 Added 38.96%	36,559 $1.03 Billion
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

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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