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
2026 Q2	$1.12M	Sell	30,450 -1,500	-5%	-$51.6K	0.17%	107
2026 Q1	$989K	Hold	31,950	–	–	0.16%	112
2025 Q4	$961K	Sell	31,950 -2,000	-6%	-$59.6K	0.18%	98
2025 Q3	$1.01M	Sell	33,950 -2,609	-7%	-$75.9K	0.21%	88
2025 Q2	$1.03M	Buy	36,559 +10,250	+39%	+$270K	0.36%	59
2025 Q1	$689K	Buy	26,309 +2,250	+9%	+$62.7K	0.29%	77
2024 Q4	$667K	Sell	24,059 -1,420	-6%	-$40.5K	0.19%	102
2024 Q3	$706K	Buy	25,479 +3,165	+14%	+$84.2K	0.2%	100
2024 Q2	$581K	Buy	+22,314	New	+$584K	0.17%	110

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SCHM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.7% in Q2 2026, selling an estimated $51.6K and leaving 30,450 shares worth $1.12M. The position accounts for 0.17% of the portfolio, ranked #107.

Annis Gardner Whiting Capital Advisors first reported a position in SCHM in Q2 2024 and has held it in 9 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 30,450 shares of Schwab US Mid-Cap ETF worth $1.12M as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 1,500 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $51.6K.
Schwab US Mid-Cap ETF made up 0.17% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #107 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.