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 Q3	$3.69M	Sell	125,925 -3,497	-3%	-$103K	1.16%	24
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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Archer Investment Management's SCHB Position: Q3 2026 in Review

Archer Investment Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2.7% in Q3 2026, selling an estimated $103K and leaving 125,925 shares worth $3.69M. The position accounts for 1.16% of the portfolio, ranked #24.

Archer Investment Management first reported a position in SCHB in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.01M in Q4 2024. 222 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Archer Investment Management held 125,925 shares of Schwab US Broad Market ETF worth $3.69M as of Q3 2026.
Archer Investment Management sold 3,497 Schwab US Broad Market ETF shares in Q3 2026, an estimated $103K.
Schwab US Broad Market ETF made up 1.16% of Archer Investment Management's portfolio in Q3 2026, its #24 holding.
Archer Investment Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 8 quarters since.
Archer Investment Management's Schwab US Broad Market ETF position peaked at $5.01M in Q4 2024.
222 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.