Annis Gardner Whiting Capital Advisors, LLC
Position in SCHW — Schwab Charles Corp
CIK 1998414
TAMPA, FL
Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,358,882
-$31,123 QoQ
Shares Held
25,565
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#878
of 2,296 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Annis Gardner Whiting Capital Advisors, LLC holds $7,374,415 across 3 Capital Markets names. SCHW ranks #2 (32.0% of the industry book) .
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,358,882 | 25,565 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,390,005 | 25,431 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,546,006 | 25,483 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,401,547 | 25,155 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,530,094 | 16,770 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,273,145 | 16,264 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,810,802 | 24,467 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,580,780 | 24,391 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,800,320 | 24,431 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $552,243 | 7,634 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $497,355 | 7,229 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $343,783 | 6,262 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||