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
2025 Q2	$3.52K	Buy
2025 Q1	$2.66K	Buy
2024 Q3	–	Sell
2024 Q2	$712K	Buy