Inman Jager Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Inman Jager Wealth Management, LLC
- $148 Billion
- Q2 2025
A detailed history of Inman Jager Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Inman Jager Wealth Management, LLC holds 86,513 shares of SCHR stock, worth $2.18 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
86,513
Previous 60,454
43.11%
Holding current value
$2.18 Million
Previous $1.5 Billion
44.08%
% of portfolio
1.46%
Previous 1.13%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
498Shares Held
374MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA222MShares$5.59 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A622.3MShares$564 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$309 Million0.08% of portfolio
-
Stifel Financial Corp St. Louis, MO8.01MShares$202 Million0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$118 Million0.01% of portfolio