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Archer Investment Corporation’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Archer Investment Corporation’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.51K Buy
281
+3
+1% +$69 ﹤0.01% 880
2026
Q1 		$6.46K Buy
278
+1
+0.4% +$23 ﹤0.01% 879
2025
Q4 		$6.46K Buy
277
+4
+1% +$94 ﹤0.01% 816
2025
Q3 		$6.4K Buy
273
+3
+1% +$70 ﹤0.01% 811
2025
Q2 		$6.28K Sell
270
-835
-76% -$19.2K ﹤0.01% 794
2025
Q1 		$25.6K Buy
1,105
+2
+0.2% +$46 0.01% 550
2024
Q4 		$25K Buy
1,103
+3
+0.3% +$69 0.01% 544
2024
Q3 		$26.1K Buy
+1,100
New +$25.8K 0.01% 532
2020
Q1 		– Sell
-152
Closed -$4K – 636
2019
Q4 		$4K Buy
+152
New +$4.07K ﹤0.01% 520

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Archer Investment Corporation increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.1% in Q2 2026, buying an estimated $69 and bringing the position to 281 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Archer Investment Corporation first reported a position in SCHZ in Q4 2019 and has held it in 9 quarters since. The position peaked at $26.1K in Q3 2024. 558 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Archer Investment Corporation held 281 shares of Schwab US Aggregate Bond ETF worth $6.51K as of Q2 2026.
  • Archer Investment Corporation bought 3 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $69.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #880 holding.
  • Archer Investment Corporation first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 9 quarters since.
  • Archer Investment Corporation's Schwab US Aggregate Bond ETF position peaked at $26.1K in Q3 2024.
  • 558 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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