AGWCA
SCHV

Annis Gardner Whiting Capital Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-100
Closed -$3.05K – 1080
2026
Q1 		$3.05K Hold
100
– – ﹤0.01% 1003
2025
Q4 		$2.96K Hold
100
– – ﹤0.01% 922
2025
Q3 		$2.91K Sell
100
-27
-21% -$767 ﹤0.01% 843
2025
Q2 		$3.52K Buy
127
+27
+27% +$710 ﹤0.01% 898
2025
Q1 		$2.66K Buy
+100
New +$2.68K ﹤0.01% 669
2024
Q3 		– Sell
-28,668
Closed -$712K – 914
2024
Q2 		$712K Buy
+28,668
New +$708K 0.2% 96

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 100 shares — an estimated $3.05K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SCHV in Q2 2024 and held it in 6 quarters. The position peaked at $712K in Q2 2024. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 100 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $3.05K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and held it in 6 quarters.
  • Annis Gardner Whiting Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $712K in Q2 2024.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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