Cahaba Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-22,454	Closed	-$522K	–	161
2025 Q2	$522K	Buy	22,454 +228	+1%	+$5.23K	0.04%	91
2025 Q1	$515K	Buy	22,226 +156	+0.7%	+$3.57K	0.04%	89
2024 Q4	$501K	Buy	22,070 +290	+1%	+$6.7K	0.04%	91
2024 Q3	$518K	Buy	21,780 +206	+1%	+$4.82K	0.04%	88
2024 Q2	$492K	Buy	21,574 +212	+1%	+$4.8K	0.04%	89
2024 Q1	$491K	Buy	21,362 +136	+0.6%	+$3.13K	0.04%	88
2023 Q4	$495K	Buy	21,226 +258	+1%	+$5.77K	0.05%	82
2023 Q3	$464K	Buy	20,968 +152	+0.7%	+$3.44K	0.05%	83
2023 Q2	$480K	Buy	20,816 +90	+0.4%	+$2.09K	0.05%	81
2023 Q1	$486K	Buy	20,726 +58	+0.3%	+$1.35K	0.06%	80
2022 Q4	$472K	Buy	+20,668	New	+$471K	0.06%	81

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cahaba Wealth Management's SCHZ Position: Q3 2025 in Review

Cahaba Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 22,454 shares — an estimated $522K sold.

Cahaba Wealth Management first reported a position in SCHZ in Q4 2022 and held it in 11 quarters. The position peaked at $522K in Q2 2025. 628 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

Cahaba Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Cahaba Wealth Management sold 22,454 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $522K.
Cahaba Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 11 quarters.
Cahaba Wealth Management's Schwab US Aggregate Bond ETF position peaked at $522K in Q2 2025.
628 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

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