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Schwab U S Broad Market ETF shares owned by Cahaba Wealth Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Cahaba Wealth Management from 13F filings

Historical chart of Cahaba Wealth Management investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF 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 U S Broad Market ETF by Cahaba Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $683k 27k 25.71
2025-06-30 $1.6M 66k 23.83
2021-12-31 $613k 5.4k 113.08
2021-09-30 $563k 5.4k 103.86

More positions owned by Cahaba Wealth Management

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

View all positions for Cahaba Wealth Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF