Modera Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Modera Wealth Management’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.87M	Sell
2025 Q1	$1.9M	Sell
2024 Q4	$1.87M	Sell
2024 Q3	$2.08M	Buy
2024 Q2	$1.78M	Sell
2024 Q1	$1.82M	Buy
2023 Q4	$332K	Sell
2023 Q3	$425K	Sell
2023 Q2	$514K	Buy