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Schwab Strategic Tr us aggregate b shares owned by Cahaba Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cahaba Wealth Management from 13F filings

Historical chart of Cahaba Wealth Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Cahaba Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cahaba Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $491k 11k 46.00
2023-12-31 $495k 11k 46.62
2023-09-30 $464k 11k 44.23
2023-06-30 $480k 10k 46.16
2023-03-31 $486k 10k 46.91
2022-12-31 $472k 10k 45.65

More positions owned by Cahaba Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr National Mun Etf (MUB)
Southern Company (SO)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Cahaba Wealth Management

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Capital Management Associates
Ameriprise Financial
Financial Engines Advisors L.L.C
Rockbridge Investment Management, LCC
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Resources Investment Advisors
McAdam
HighTower Advisors
Charles Schwab Trust
Total Wealth Planning

View all funds holding Schwab Strategic Tr us aggregate b