CAHABA WEALTH MANAGEMENT, INC.: SCHB position timeline

CAHABA WEALTH MANAGEMENT, INC. held 27,425 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 27,425 shares

   Change vs previous 13F +728 shares

   0.05% of the 13F portfolio, value $794,227.

   13F-HR 0001172661-26-002968 filed by CAHABA WEALTH MANAGEMENT, INC.
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 26,697 shares

   Change vs previous 13F +66 shares

   0.05% of the 13F portfolio, value $670,085.

   13F-HR 0001172661-26-001569 filed by CAHABA WEALTH MANAGEMENT, INC.
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 26,631 shares

   Change vs previous 13F +72 shares

   0.05% of the 13F portfolio, value $698,527.

   13F-HR 0001172661-26-000037 filed by CAHABA WEALTH MANAGEMENT, INC.
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 26,559 shares

   Change vs previous 13F -39,460 shares

   0.05% of the 13F portfolio, value $682,834.

   13F-HR 0001172661-25-004308 filed by CAHABA WEALTH MANAGEMENT, INC.
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 66,019 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $1,573,225.

   13F-HR 0001172661-25-002632 filed by CAHABA WEALTH MANAGEMENT, INC.
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).