AIM
SCHR

Archer Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Archer Investment Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,352
Closed -$208K – 116
2026
Q1 		$208K Sell
8,352
-396,226
-98% -$9.93M 0.09% 103
2025
Q4 		$10.1M Sell
404,578
-178,624
-31% -$4.5M 5.46% 1
2025
Q3 		$14.7M Sell
583,202
-111,891
-16% -$2.8M 9% 2
2025
Q2 		$17.4M Buy
695,093
+36,529
+6% +$905K 12.63% 1
2025
Q1 		$16.4M Sell
658,564
-38,885
-6% -$952K 11.33% 1
2024
Q4 		$16.9M Buy
+697,449
New +$17.2M 10.43% 1

Other funds holding SCHR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return