Cahaba Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $522K | Buy |
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|
2025
Q1 | $515K | Buy |
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|
2024
Q4 | $501K | Buy |
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|
2024
Q3 | $518K | Buy |
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|
2024
Q2 | $492K | Buy |
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|
2024
Q1 | $491K | Buy |
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|
2023
Q4 | $495K | Buy |
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|
2023
Q3 | $464K | Buy |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $486K | Buy |
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|
2022
Q4 | $472K | Buy |
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