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Annis Gardner Whiting Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,164
Closed -$25.1K – 1348
2025
Q1 		$25.1K Buy
+1,164
New +$26.5K 0.01% 421

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HCM
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BFG
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HWM
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Annis Gardner Whiting Capital Advisors's SCHB Position: Q2 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 1,164 shares — an estimated $25.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SCHB in Q1 2025 and held it in 1 quarter. The position peaked at $25.1K in Q1 2025. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,164 Schwab US Broad Market ETF shares in Q2 2025, an estimated $25.1K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Schwab US Broad Market ETF in Q1 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Schwab US Broad Market ETF position peaked at $25.1K in Q1 2025.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.