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

Cahaba Wealth Management, Inc.

$1.21 Billion
Q3 2024

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 10,890 shares of SCHZ stock, worth $247,638. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,890

Previous 10,787 0.95%

Holding current value

$247,638

Previous $491,000 5.3%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

630

Shares Held

105M

Call Options Held

100

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahaba Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cahaba Wealth Management, Inc. with notifications on news.

Account

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