Schwab U S Small Cap ETF shares owned by Annis Gardner Whiting Capital Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Annis Gardner Whiting Capital Advisors
from 13F filings
Historical chart of Annis Gardner Whiting Capital Advisors investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Annis Gardner Whiting Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Annis Gardner Whiting Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $642k | 23k | 27.90 |
| 2025-06-30 | $593k | 23k | 25.30 |
| 2025-03-31 | $446k | 19k | 23.43 |
| 2024-12-31 | $447k | 17k | 25.86 |
| 2024-09-30 | $471k | 9.1k | 51.50 |
| 2024-06-30 | $422k | 8.9k | 47.61 |
More positions owned by Annis Gardner Whiting Capital Advisors
View all positions for Annis Gardner Whiting Capital Advisors