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
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 $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SCHV Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 100 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Annis Gardner Whiting Capital Advisors first reported a position in SCHV in Q2 2024 and has held it in 6 quarters since. The position peaked at $712K in Q2 2024. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 100 shares of Schwab US Large-Cap Value ETF worth $3.05K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #1003 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 6 quarters since.
  • Annis Gardner Whiting Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $712K in Q2 2024.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.