CWM
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Cahaba Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cahaba Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,018
Closed -$424K – 160
2025
Q2 		$424K Buy
+16,018
New +$418K 0.03% 102

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Bank of America
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Envestnet Asset Management
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Cahaba Wealth Management's SCHD Position: Q3 2025 in Review

Cahaba Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 16,018 shares — an estimated $424K sold.

Cahaba Wealth Management first reported a position in SCHD in Q2 2025 and held it in 1 quarter. The position peaked at $424K in Q2 2025. 1,805 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Cahaba Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Cahaba Wealth Management sold 16,018 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $424K.
  • Cahaba Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and held it in 1 quarter.
  • Cahaba Wealth Management's Schwab US Dividend Equity ETF position peaked at $424K in Q2 2025.
  • 1,805 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Cahaba Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.