IJWM
SCHM icon

Inman Jager Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Inman Jager Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Buy
+6,577
New +$209K 0.12% 84
2025
Q2 		– Sell
-7,692
Closed -$202K – 82
2025
Q1 		$202K Buy
+7,692
New +$214K 0.15% 81

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Inman Jager Wealth Management's SCHM Position: Q1 2026 in Review

Inman Jager Wealth Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q1 2026: 6,577 shares worth $204K. The stake represents 0.12% of the portfolio and ranks #84 among its holdings. This is a return to the name: Inman Jager Wealth Management previously reported a position in SCHM as recently as Q1 2025.

Inman Jager Wealth Management first reported a position in SCHM in Q1 2025 and has held it in 2 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Inman Jager Wealth Management held 6,577 shares of Schwab US Mid-Cap ETF worth $204K as of Q1 2026.
  • Schwab US Mid-Cap ETF was a new Inman Jager Wealth Management position in Q1 2026.
  • Schwab US Mid-Cap ETF made up 0.12% of Inman Jager Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Inman Jager Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.