AIC
SCHW

Archer Investment Corporation’s Charles Schwab SCHW Stock Holding History

Archer Investment Corporation’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-182
Closed -$12.5K – 1099
2023
Q4 		$12.5K Hold
182
– – ﹤0.01% 609
2023
Q3 		$10K Buy
+182
New +$11K ﹤0.01% 625

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Archer Investment Corporation's SCHW Position: Q1 2024 in Review

Archer Investment Corporation sold out of Charles Schwab (SCHW) in Q1 2024, closing a stake of 182 shares — an estimated $12.5K sold.

Archer Investment Corporation first reported a position in SCHW in Q3 2023 and held it in 2 quarters. The position peaked at $12.5K in Q4 2023. 1,876 funds tracked by Wall St. Rank hold SCHW as of Q1 2024.

  • Archer Investment Corporation reported no remaining Charles Schwab position as of Q1 2024 after selling out during the quarter.
  • Archer Investment Corporation sold 182 Charles Schwab shares in Q1 2024, an estimated $12.5K.
  • Archer Investment Corporation first reported a position in Charles Schwab in Q3 2023 and held it in 2 quarters.
  • Archer Investment Corporation's Charles Schwab position peaked at $12.5K in Q4 2023.
  • 1,876 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2024.

Based on Archer Investment Corporation's 13F filing for Q1 2024, filed 9 May 2024.