AIM
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Archer Investment Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Archer Investment Management’s Portfolio SCMB Stock Details SCMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.63M Buy
108,963
+60,176
+123% +$1.51M 0.83% 32
2026
Q2 		$1.26M Buy
48,787
+13,587
+39% +$349K 0.43% 54
2026
Q1 		$897K Buy
+35,200
New +$910K 0.38% 57

Other funds holding SCMB

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

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

Archer Investment Management increased its Schwab Municipal Bond ETF (SCMB) stake by 123% in Q3 2026, buying an estimated $1.51M and bringing the position to 108,963 shares worth $2.63M. The position accounts for 0.83% of the portfolio, ranked #32.

Archer Investment Management first reported a position in SCMB in Q1 2026 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Archer Investment Management held 108,963 shares of Schwab Municipal Bond ETF worth $2.63M as of Q3 2026.
  • Archer Investment Management bought 60,176 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $1.51M.
  • Schwab Municipal Bond ETF made up 0.83% of Archer Investment Management's portfolio in Q3 2026, its #32 holding.
  • Archer Investment Management first reported a position in Schwab Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

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