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CAHABA WEALTH MANAGEMENT, INC.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAHABA WEALTH MANAGEMENT, INC. on SCHG, newest first. How the timeline and the estimate are built.

CAHABA WEALTH MANAGEMENT, INC. held 9,717 SCHG 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 9,717 shares
    Change vs previous 13F +1,052 shares

    0.02% of the 13F portfolio, value $328,807.

    13F-HR 0001172661-26-002968 filed by CAHABA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 8,665 shares
    Change vs previous 13F +11 shares

    0.02% of the 13F portfolio, value $252,416.

    13F-HR 0001172661-26-001569 filed by CAHABA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 8,654 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $282,296.

    13F-HR 0001172661-26-000037 filed by CAHABA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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