CWM
Cahaba Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
22,454
+228
| +1% | +$5.3K | 0.04% | 91 |
|
|
2025
Q1 | $515K | Buy |
22,226
+156
| +0.7% | +$3.61K | 0.04% | 89 |
|
|
2024
Q4 | $501K | Buy |
22,070
+11,180
| +103% | +$254K | 0.04% | 91 |
|
|
2024
Q3 | $518K | Buy |
10,890
+103
| +1% | +$4.9K | 0.04% | 88 |
|
|
2024
Q2 | $492K | Buy |
10,787
+106
| +1% | +$4.83K | 0.04% | 89 |
|
|
2024
Q1 | $491K | Buy |
10,681
+68
| +0.6% | +$3.13K | 0.04% | 88 |
|
|
2023
Q4 | $495K | Buy |
10,613
+129
| +1% | +$6.01K | 0.05% | 82 |
|
|
2023
Q3 | $464K | Buy |
10,484
+76
| +0.7% | +$3.36K | 0.05% | 83 |
|
|
2023
Q2 | $480K | Buy |
10,408
+45
| +0.4% | +$2.08K | 0.05% | 81 |
|
|
2023
Q1 | $486K | Buy |
10,363
+29
| +0.3% | +$1.36K | 0.06% | 80 |
|
|
2022
Q4 | $472K | Buy |
+10,334
| New | +$472K | 0.06% | 81 |
|