Cahaba Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History

Cahaba Wealth Management, Inc.

$1.28 Billion
Q2 2025

A detailed history of Cahaba Wealth Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cahaba Wealth Management, Inc. holds 22,454 shares of SCHZ stock, worth $528,791. This represents 0.04% of its overall portfolio holdings.

Number of Shares

22,454

Previous 22,226 1.03%

Holding current value

$528,791

Previous $514,000 0.97%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$22.68 - $23.28 $5,171 - $5,307	228 Added 1.03%	22,454 $519,000
Q1 2025 May 01, 2025	BUY	$22.46 - $23.26 $3,503 - $3,628	156 Added 0.71%	22,226 $514,000
Q4 2024 Feb 13, 2025	BUY	$22.63 - $47.53 $253,003 - $531,385	11,180 Added 102.66%	22,070 $500,000
Q3 2024 Oct 18, 2024	BUY	$45.2 - $47.87 $4,655 - $4,930	103 Added 0.95%	10,890 $517,000
Q2 2024 Aug 05, 2024	BUY	$44.66 - $45.99 $4,733 - $4,874	106 Added 0.99%	10,787 $491,000
Q1 2024 Apr 22, 2024	BUY	$45.44 - $46.67 $3,089 - $3,173	68 Added 0.64%	10,681 $491,000
Q4 2023 Jan 23, 2024	BUY	$43.09 - $46.83 $5,558 - $6,041	129 Added 1.23%	10,613 $494,000
Q3 2023 Oct 18, 2023	BUY	$44.14 - $46.33 $3,354 - $3,521	76 Added 0.73%	10,484 $463,000
Q2 2023 Jul 26, 2023	BUY	$45.86 - $47.33 $2,063 - $2,129	45 Added 0.43%	10,408 $480,000
Q1 2023 May 04, 2023	BUY	$45.33 - $47.44 $1,314 - $1,375	29 Added 0.28%	10,363 $486,000
Q4 2022 Jan 30, 2023	BUY	$44.04 - $47.03 $455,109 - $486,008	10,334 New	10,334 $471,000

Others Institutions Holding SCHZ

# of Institutions

714

Shares Held

169M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Cahaba Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History