Inman Jager Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Inman Jager Wealth Management, LLC
- $133 Billion
- Q1 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 60,454 shares of SCHR stock, worth $1.5 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
60,454
Previous 50,472
19.78%
Holding current value
$1.5 Million
Previous $1.23 Billion
22.59%
% of portfolio
1.13%
Previous 0.96%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
477Shares Held
360MCall Options Held
900Put Options Held
3.05K-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.44 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$461 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$325 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$201 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$116 Million0.01% of portfolio