Archer Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.75M	Buy	129,422 +7,725	+6%	+$216K	1.28%	22
2026 Q1	$3.05M	Sell	121,697 -14,711	-11%	-$386K	1.29%	25
2025 Q4	$3.58M	Sell	136,408 -3,166	-2%	-$82.4K	1.92%	18
2025 Q3	$3.59M	Sell	139,574 -8,992	-6%	-$223K	2.2%	15
2025 Q2	$3.54M	Sell	148,566 -27,607	-16%	-$608K	2.57%	11
2025 Q1	$3.79M	Sell	176,173 -44,627	-20%	-$1.02M	2.62%	11
2024 Q4	$5.01M	Buy	+220,800	New	+$5.04M	3.09%	11

Other funds holding SCHB

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return