Cahaba Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Cahaba Wealth Management, Inc.
- $1.21 Billion
- Q3 2025
A detailed history of Cahaba Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cahaba Wealth Management, Inc. holds 26,559 shares of SCHB stock, worth $685,753. This represents 0.06% of its overall portfolio holdings.
Number of Shares
26,559
Previous 66,019
59.77%
Holding current value
$685,753
Previous $1.57 Million
56.64%
% of portfolio
0.06%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,378Shares Held
501MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio