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

Annis Gardner Whiting Capital Advisors, LLC

$355 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

834

Shares Held

112M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$546 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$340 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$301 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$136 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$119 Million
0.81% of portfolio

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