Archer Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-14,902	Closed	-$363K	–	125
2025 Q4	$363K	Sell	14,902 -1,613	-10%	-$39.3K	0.2%	93
2025 Q3	$403K	Sell	16,515 -9,778	-37%	-$238K	0.25%	46
2025 Q2	$641K	Sell	26,293 -81,880	-76%	-$1.99M	0.47%	32
2025 Q1	$2.63M	Sell	108,173 -38,278	-26%	-$927K	1.82%	15
2024 Q4	$3.52M	Buy	+146,451	New	+$3.55M	2.17%	15

Other funds holding SCHO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Archer Investment Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 14,902 shares — an estimated $363K sold.

Archer Investment Management first reported a position in SCHO in Q4 2024 and held it in 5 quarters. The position peaked at $3.52M in Q4 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Archer Investment Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Archer Investment Management sold 14,902 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $363K.
Archer Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and held it in 5 quarters.
Archer Investment Management's Schwab Short-Term US Treasury ETF position peaked at $3.52M in Q4 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

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