Inman Jager Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Inman Jager Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.3M	Sell	42,513 -304	-0.7%	-$9.47K	0.76%	46
2025 Q4	$1.27M	Sell	42,817 -5,221	-11%	-$153K	0.78%	40
2025 Q3	$1.4M	Buy	48,038 +233	+0.5%	+$6.62K	0.89%	38
2025 Q2	$1.32M	Sell	47,805 -723	-1%	-$19K	0.89%	38
2025 Q1	$1.29M	Buy	48,528 +176	+0.4%	+$4.72K	0.97%	34
2024 Q4	$1.26M	Buy	+48,352	New	+$1.31M	0.98%	29

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Inman Jager Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.71% in Q1 2026, selling an estimated $9.47K and leaving 42,513 shares worth $1.3M. The position accounts for 0.76% of the portfolio, ranked #46.

Inman Jager Wealth Management first reported a position in SCHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.4M in Q3 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Inman Jager Wealth Management held 42,513 shares of Schwab US Large-Cap Value ETF worth $1.3M as of Q1 2026.
Inman Jager Wealth Management sold 304 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $9.47K.
Schwab US Large-Cap Value ETF made up 0.76% of Inman Jager Wealth Management's portfolio in Q1 2026, its #46 holding.
Inman Jager Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Inman Jager Wealth Management's Schwab US Large-Cap Value ETF position peaked at $1.4M in Q3 2025.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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