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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.32M Sell
47,805
-723
-1% -$20K 0.89% 38
2025
Q1 		$1.29M Buy
48,528
+176
+0.4% +$4.68K 0.97% 34
2024
Q4 		$1.26M Buy
+48,352
New +$1.26M 0.98% 29