Inman Jager Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Inman Jager Wealth 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	$289K	Hold	11,914	–	–	0.17%	74
2025 Q4	$290K	Buy	11,914 +398	+3%	+$9.7K	0.18%	75
2025 Q3	$281K	Buy	11,516 +60	+0.5%	+$1.46K	0.18%	73
2025 Q2	$279K	Buy	11,456 +1,636	+17%	+$39.8K	0.19%	73
2025 Q1	$239K	Buy	9,820 +897	+10%	+$21.7K	0.18%	73
2024 Q4	$215K	Buy	+8,923	New	+$216K	0.17%	76

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

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

Inman Jager Wealth Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q1 2026 at 11,914 shares worth $289K. The position accounts for 0.17% of the portfolio, ranked #74.

Inman Jager Wealth Management first reported a position in SCHO in Q4 2024 and has held it in 6 quarters since. The position peaked at $290K in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Inman Jager Wealth Management held 11,914 shares of Schwab Short-Term US Treasury ETF worth $289K as of Q1 2026.
Inman Jager Wealth Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Short-Term US Treasury ETF made up 0.17% of Inman Jager Wealth Management's portfolio in Q1 2026, its #74 holding.
Inman Jager Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Inman Jager Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $290K in Q4 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

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