Inman Jager Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Inman Jager Wealth 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 Q1	$3.73M	Buy	149,613 +37,029	+33%	+$928K	2.18%	12
2025 Q4	$2.82M	Buy	112,584 +18,376	+20%	+$462K	1.73%	15
2025 Q3	$2.37M	Buy	94,208 +7,695	+9%	+$192K	1.51%	17
2025 Q2	$2.17M	Buy	86,513 +26,059	+43%	+$646K	1.46%	18
2025 Q1	$1.5M	Buy	60,454 +9,982	+20%	+$244K	1.13%	26
2024 Q4	$1.23M	Buy	+50,472	New	+$1.24M	0.96%	30

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Inman Jager Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 33% in Q1 2026, buying an estimated $928K and bringing the position to 149,613 shares worth $3.73M. The position accounts for 2.18% of the portfolio, ranked #12.

Inman Jager Wealth Management first reported a position in SCHR in Q4 2024 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Inman Jager Wealth Management held 149,613 shares of Schwab Intermediately-Term US Treasury ETF worth $3.73M as of Q1 2026.
Inman Jager Wealth Management bought 37,029 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $928K.
Schwab Intermediately-Term US Treasury ETF made up 2.18% of Inman Jager Wealth Management's portfolio in Q1 2026, its #12 holding.
Inman Jager Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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