Annis Gardner Whiting Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$723K	Sell	20,000 -2,000	-9%	-$66.1K	0.11%	157
2026 Q1	$640K	Hold	22,000	–	–	0.1%	161
2025 Q4	$627K	Sell	22,000 -1,000	-4%	-$28.2K	0.12%	154
2025 Q3	$642K	Sell	23,000 -431	-2%	-$11.5K	0.13%	133
2025 Q2	$593K	Buy	23,431 +4,400	+23%	+$104K	0.21%	103
2025 Q1	$446K	Buy	19,031 +1,750	+10%	+$44.6K	0.19%	113
2024 Q4	$447K	Sell	17,281 -995	-5%	-$26.5K	0.13%	139
2024 Q3	$471K	Buy	18,276 +568	+3%	+$14.1K	0.13%	134
2024 Q2	$422K	Buy	+17,708	New	+$420K	0.12%	146

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 9.1% in Q2 2026, selling an estimated $66.1K and leaving 20,000 shares worth $723K. The position accounts for 0.11% of the portfolio, ranked #157.

Annis Gardner Whiting Capital Advisors first reported a position in SCHA in Q2 2024 and has held it in 9 quarters since. 1,346 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 20,000 shares of Schwab U.S Small- Cap ETF worth $723K as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 2,000 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $66.1K.
Schwab U.S Small- Cap ETF made up 0.11% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #157 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,346 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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