Modera Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.97M	Sell	281,536 -11,142	-4%	-$283K	0.08%	152
2025 Q4	$7.04M	Buy	292,678 +15,452	+6%	+$367K	0.08%	154
2025 Q3	$6.45M	Buy	277,226 +6,727	+2%	+$152K	0.07%	163
2025 Q2	$5.98M	Sell	270,499 -7,453	-3%	-$155K	0.07%	166
2025 Q1	$5.5M	Buy	277,952 +5,712	+2%	+$112K	0.07%	165
2024 Q4	$5.04M	Buy	272,240 +3,998	+1%	+$78.1K	0.06%	179
2024 Q3	$5.52M	Sell	268,242 -8,604	-3%	-$170K	0.07%	154
2024 Q2	$5.32M	Sell	276,846 -3,120	-1%	-$60.4K	0.08%	150
2024 Q1	$5.46M	Buy	279,966 +11,278	+4%	+$211K	0.08%	152
2023 Q4	$4.97M	Buy	268,688 +10,250	+4%	+$178K	0.08%	154
2023 Q3	$4.39M	Buy	258,438 +7,208	+3%	+$127K	0.08%	159
2023 Q2	$4.48M	Buy	+251,230	New	+$4.46M	0.08%	165
2022 Q3	–	Sell	-18,944	Closed	-$298K	–	340
2022 Q2	$298K	Buy	18,944 +2	+0%	+$34	0.01%	256
2022 Q1	$348K	Buy	18,942 +7,256	+62%	+$135K	0.02%	256
2021 Q4	$227K	Sell	11,686 -8,646	-43%	-$170K	0.01%	518
2021 Q3	$393K	Buy	20,332 +8,528	+72%	+$170K	0.02%	173
2021 Q2	$233K	Buy	+11,804	New	+$233K	0.01%	214