Archer Investment Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Archer Investment Management, LLC
- $138 Billion
- Q2 2025
A detailed history of Archer Investment Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Archer Investment Management, LLC holds 148,566 shares of SCHB stock, worth $3.55 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
148,566
Previous 176,173
15.67%
Holding current value
$3.55 Million
Previous $3.79 Billion
6.66%
% of portfolio
2.57%
Previous 2.62%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,301Shares Held
489MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.4 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$413 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$286 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$285 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$216 Million13.03% of portfolio