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

Annis Gardner Whiting Capital Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.01M	Sell
2025 Q2	$1.03M	Buy
2025 Q1	$689K	Buy
2024 Q4	$667K	Sell
2024 Q3	$706K	Buy
2024 Q2	$581K	Buy