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
2025 Q2	$5.1M	Sell
2025 Q1	$5.08M	Sell
2024 Q4	$5.04M	Sell
2024 Q3	$5.29M	Sell
2024 Q2	$5.22M	Sell
2024 Q1	$5.36M	Sell
2023 Q4	$5.58M	Buy
2023 Q3	$4.63M	Sell
2023 Q2	$4.67M	Buy