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Annis Gardner Whiting Capital Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-24,010
Closed -$580K – 913
2024
Q2 		$580K Buy
+24,010
New +$577K 0.16% 112

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CM
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MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SCHJ Position: Q3 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2024, closing a stake of 24,010 shares — an estimated $580K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SCHJ in Q2 2024 and held it in 1 quarter. The position peaked at $580K in Q2 2024. 102 funds tracked by Wall St. Rank hold SCHJ as of Q3 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 24,010 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2024, an estimated $580K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $580K in Q2 2024.
  • 102 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.