Annis Gardner Whiting Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Annis Gardner Whiting Capital Advisors, LLC
- $355 Billion
- Q3 2024
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 SCHG stock, worth $2,740. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 7,686
98.7%
Holding current value
$2,740
Previous $776 Million
98.66%
% of portfolio
0.0%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,310Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$308 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$300 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$262 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$133 Million5.48% of portfolio