Annis Gardner Whiting Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Annis Gardner Whiting Capital Advisors, LLC

  • $485 Billion
  • Q3 2025

A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 100 shares of SCHV stock, worth $2,899. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Previous 127 21.26%
Holding current value
$2,899
Previous $3.52 Million 17.18%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$27.61 - $29.15 $745 - $787
-27 Reduced 21.26%
100 $2.91 Million
Q2 2025

Aug 11, 2025
BUY
$23.55 - $27.67 $635 - $747
27 Added 27.0%
127 $3.52 Million
Q1 2025

May 09, 2025
BUY
$25.77 - $27.6 $2,577 - $2,760
100 New
100 $2.66 Million
Q2 2024

Aug 12, 2024
BUY
$71.74 - $75.86 $685,547 - $724,918
9,556 New
9,556 $712 Million

Others Institutions Holding SCHV

# of Institutions
975
Shares Held
358M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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