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

Cahaba Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$794K	Buy	27,425 +728	+3%	+$20.4K	0.05%	72
2026 Q1	$670K	Buy	26,697 +66	+0.2%	+$1.73K	0.05%	78
2025 Q4	$699K	Buy	26,631 +72	+0.3%	+$1.87K	0.05%	73
2025 Q3	$683K	Sell	26,559 -39,460	-60%	-$977K	0.05%	75
2025 Q2	$1.57M	Buy	+66,019	New	+$1.45M	0.12%	37
2022 Q1	–	Sell	-32,526	Closed	-$613K	–	149
2021 Q4	$613K	Hold	32,526	–	–	0.08%	73
2021 Q3	$563K	Buy	+32,526	New	+$578K	0.08%	72

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Cahaba Wealth Management's SCHB Position: Q2 2026 in Review

Cahaba Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 2.7% in Q2 2026, buying an estimated $20.4K and bringing the position to 27,425 shares worth $794K. The position accounts for 0.05% of the portfolio, ranked #72.

Cahaba Wealth Management first reported a position in SCHB in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.57M in Q2 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Cahaba Wealth Management held 27,425 shares of Schwab US Broad Market ETF worth $794K as of Q2 2026.
Cahaba Wealth Management bought 728 Schwab US Broad Market ETF shares in Q2 2026, an estimated $20.4K.
Schwab US Broad Market ETF made up 0.05% of Cahaba Wealth Management's portfolio in Q2 2026, its #72 holding.
Cahaba Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2021 and has held it in 7 quarters since.
Cahaba Wealth Management's Schwab US Broad Market ETF position peaked at $1.57M in Q2 2025.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.