IJWM
SCHR icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.17M Buy
86,513
+26,059
+43% +$652K 1.46% 18
2025
Q1
$1.5M Buy
60,454
+9,982
+20% +$248K 1.13% 26
2024
Q4
$1.23M Buy
+50,472
New +$1.23M 0.96% 30