CWM

Cahaba Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.57M	Buy	+66,019	New	+$1.57M	0.12%	37
2022 Q1	–	Sell	-5,421	Closed	-$613K	–	149
2021 Q4	$613K	Hold	5,421	–	–	0.08%	73
2021 Q3	$563K	Buy	+5,421	New	+$563K	0.08%	72