CWM
SCHZ icon

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

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TWP
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