AIC
SCHV

Archer Investment Corporation’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Archer Investment Corporation’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-408
Closed -$11.9K – 1220
2025
Q3 		$11.9K Hold
408
– – ﹤0.01% 704
2025
Q2 		$11.3K Hold
408
– – ﹤0.01% 690
2025
Q1 		$10.8K Hold
408
– – ﹤0.01% 677
2024
Q4 		$10.6K Hold
408
– – ﹤0.01% 684
2024
Q3 		$10.9K Hold
408
– – ﹤0.01% 674
2024
Q2 		$10.1K Hold
408
– – ﹤0.01% 658
2024
Q1 		$10.3K Hold
408
– – ﹤0.01% 648
2023
Q4 		$9.53K Hold
408
– – ﹤0.01% 658
2023
Q3 		$8.77K Hold
408
– – ﹤0.01% 651
2023
Q2 		$9.12K Hold
408
– – ﹤0.01% 632
2023
Q1 		$8.92K Buy
+408
New +$9.07K ﹤0.01% 578

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Archer Investment Corporation's SCHV Position: Q4 2025 in Review

Archer Investment Corporation sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 408 shares — an estimated $11.9K sold.

Archer Investment Corporation first reported a position in SCHV in Q1 2023 and held it in 11 quarters. The position peaked at $11.9K in Q3 2025. 932 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Archer Investment Corporation reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Archer Investment Corporation sold 408 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $11.9K.
  • Archer Investment Corporation first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and held it in 11 quarters.
  • Archer Investment Corporation's Schwab US Large-Cap Value ETF position peaked at $11.9K in Q3 2025.
  • 932 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Archer Investment Corporation's 13F filing for Q4 2025, filed 30 Jan 2026.