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

Archer Investment Corporation’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31K Buy
1,053
+3
+0.3% +$86 0.01% 598
2026
Q1 		$26.9K Buy
1,050
+3
+0.3% +$80 0.01% 620
2025
Q4 		$28.2K Buy
1,047
+3
+0.3% +$80 0.01% 553
2025
Q3 		$27.5K Buy
1,044
+3
+0.3% +$76 0.01% 570
2025
Q2 		$25.4K Sell
1,041
-4,851
-82% -$110K 0.01% 568
2025
Q1 		$130K Buy
5,892
+18
+0.3% +$419 0.03% 311
2024
Q4 		$136K Buy
5,874
+18
+0.3% +$420 0.04% 292
2024
Q3 		$132K Buy
5,856
+5,220
+821% +$114K 0.04% 291
2024
Q2 		$13.6K Sell
636
-834
-57% -$17.2K ﹤0.01% 613
2024
Q1 		$30.4K Buy
1,470
+834
+131% +$16.4K 0.01% 478
2023
Q4 		$12K Hold
636
– – ﹤0.01% 623
2023
Q3 		$10.7K Hold
636
– – ﹤0.01% 610
2023
Q2 		$11.1K Buy
+636
New +$10.5K ﹤0.01% 598

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Archer Investment Corporation's SCHX Position: Q2 2026 in Review

Archer Investment Corporation increased its Schwab US Large- Cap ETF (SCHX) stake by 0.29% in Q2 2026, buying an estimated $86 and bringing the position to 1,053 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #598.

Archer Investment Corporation first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. The position peaked at $136K in Q4 2024. 1,347 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Archer Investment Corporation held 1,053 shares of Schwab US Large- Cap ETF worth $31K as of Q2 2026.
  • Archer Investment Corporation bought 3 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $86.
  • Schwab US Large- Cap ETF made up 0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #598 holding.
  • Archer Investment Corporation first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Archer Investment Corporation's Schwab US Large- Cap ETF position peaked at $136K in Q4 2024.
  • 1,347 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.