Archer Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Archer Investment Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-21,790	Closed	-$621K	–	123
2025 Q4	$621K	Sell	21,790 -12,998	-37%	-$367K	0.33%	69
2025 Q3	$971K	Sell	34,788 -7,958	-19%	-$213K	0.6%	31
2025 Q2	$1.08M	Sell	42,746 -16,900	-28%	-$400K	0.79%	25
2025 Q1	$1.4M	Sell	59,646 -27,552	-32%	-$702K	0.97%	22
2024 Q4	$2.25M	Buy	+87,198	New	+$2.32M	1.39%	19

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Archer Investment Management's SCHA Position: Q1 2026 in Review

Archer Investment Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 21,790 shares — an estimated $621K sold.

Archer Investment Management first reported a position in SCHA in Q4 2024 and held it in 5 quarters. The position peaked at $2.25M in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Archer Investment Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
Archer Investment Management sold 21,790 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $621K.
Archer Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and held it in 5 quarters.
Archer Investment Management's Schwab U.S Small- Cap ETF position peaked at $2.25M in Q4 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Archer Investment Management's 13F filing for Q1 2026, filed 8 Apr 2026.