Annis Gardner Whiting Capital Advisors, LLC's ownership history for SCHW


Annis Gardner Whiting Capital Advisors, LLC currently holds 25.4K shares with a market value of $2.4M. It started holding SCHW on 2024-09-30. At its peak, it held 25.5K shares on 2025-12-31. Its highest holding value was $2.5M on 2025-12-31. At its lowest, it held 16.3K shares on 2025-03-31, with a value of $1.3M on 2025-03-31. In the recent 180 days, Annis Gardner Whiting Capital Advisors, LLC has increased its shares by 276. In the recent year, Annis Gardner Whiting Capital Advisors, LLC has increased its shares by 9.2K.


Annis Gardner Whiting Capital Advisors, LLC's ownership history for SCHW