Annis Gardner Whiting Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Buy	36,559 +10,250	+39%	+$288K	0.36%	59
2025 Q1	$689K	Buy	26,309 +2,250	+9%	+$59K	0.29%	77
2024 Q4	$667K	Sell	24,059 -1,420	-6%	-$39.3K	0.19%	102
2024 Q3	$706K	Buy	25,479 +3,165	+14%	+$87.7K	0.2%	100
2024 Q2	$581K	Buy	+22,314	New	+$581K	0.17%	110