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Annis Gardner Whiting Capital Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-168
Closed -$4.09K – 1349
2025
Q1 		$4.09K Buy
+168
New +$4.07K ﹤0.01% 642

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SCHO Position: Q2 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 168 shares — an estimated $4.09K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SCHO in Q1 2025 and held it in 1 quarter. The position peaked at $4.09K in Q1 2025. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 168 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $4.09K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $4.09K in Q1 2025.
  • 654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

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