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Modera Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Modera Wealth Management’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.08M Sell
165,267
-2,054
-1% -$50.7K 0.04% 203
2026
Q1 		$4.14M Sell
167,321
-43,511
-21% -$1.08M 0.05% 196
2025
Q4 		$5.25M Sell
210,832
-2,274
-1% -$56.6K 0.06% 179
2025
Q3 		$5.32M Buy
213,106
+7,657
+4% +$190K 0.06% 180
2025
Q2 		$5.1M Sell
205,449
-706
-0.3% -$17.4K 0.06% 180
2025
Q1 		$5.08M Sell
206,155
-414
-0.2% -$10.1K 0.07% 175
2024
Q4 		$5.04M Sell
206,569
-6,769
-3% -$166K 0.06% 180
2024
Q3 		$5.29M Sell
213,338
-2,932
-1% -$71.9K 0.07% 158
2024
Q2 		$5.22M Sell
216,270
-5,686
-3% -$137K 0.08% 152
2024
Q1 		$5.36M Sell
221,956
-8,576
-4% -$207K 0.08% 153
2023
Q4 		$5.58M Buy
230,532
+33,300
+17% +$788K 0.09% 144
2023
Q3 		$4.63M Sell
197,232
-390
-0.2% -$9.2K 0.09% 152
2023
Q2 		$4.67M Buy
+197,622
New +$4.69M 0.08% 157

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIC
Hamrick Investment Counsel Seattle, Washington $151M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Modera Wealth Management's SCHJ Position: Q2 2026 in Review

Modera Wealth Management reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 1.2% in Q2 2026, selling an estimated $50.7K and leaving 165,267 shares worth $4.08M. The position accounts for 0.04% of the portfolio, ranked #203.

Modera Wealth Management first reported a position in SCHJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.58M in Q4 2023. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Modera Wealth Management held 165,267 shares of Schwab 1-5 Year Corporate Bond ETF worth $4.08M as of Q2 2026.
  • Modera Wealth Management sold 2,054 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $50.7K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.04% of Modera Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Modera Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Modera Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $5.58M in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.