Modera Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Sell |
205,449
-706
| -0.3% | -$17.5K | 0.06% | 180 |
|
|
2025
Q1 | $5.08M | Sell |
206,155
-414
| -0.2% | -$10.2K | 0.07% | 175 |
|
|
2024
Q4 | $5.04M | Sell |
206,569
-6,769
| -3% | -$165K | 0.06% | 180 |
|
|
2024
Q3 | $5.29M | Sell |
213,338
-2,932
| -1% | -$72.7K | 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% | +$806K | 0.09% | 144 |
|
|
2023
Q3 | $4.63M | Sell |
197,232
-390
| -0.2% | -$9.16K | 0.09% | 152 |
|
|
2023
Q2 | $4.67M | Buy |
+197,622
| New | +$4.67M | 0.08% | 157 |
|