Modera Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Hold	9,075	–	–	﹤0.01%	614
2026 Q1	$220K	Sell	9,075 -2,178	-19%	-$53K	﹤0.01%	593
2025 Q4	$274K	Buy	11,253 +1,909	+20%	+$46.5K	﹤0.01%	563
2025 Q3	$228K	Buy	+9,344	New	+$227K	﹤0.01%	604
2025 Q2	–	Sell	-10,065	Closed	-$245K	–	652
2025 Q1	$245K	Sell	10,065 -519	-5%	-$12.6K	﹤0.01%	555
2024 Q4	$255K	Buy	10,584 +182	+2%	+$4.41K	﹤0.01%	541
2024 Q3	$255K	Hold	10,402	–	–	﹤0.01%	527
2024 Q2	$250K	Hold	10,402	–	–	﹤0.01%	503
2024 Q1	$251K	Buy	+10,402	New	+$251K	﹤0.01%	510
2023 Q4	–	Sell	-13,612	Closed	-$326K	–	546
2023 Q3	$326K	Buy	13,612 +3,516	+35%	+$84.3K	0.01%	435
2023 Q2	$243K	Buy	+10,096	New	+$245K	﹤0.01%	497
2021 Q4	–	Sell	-11,382	Closed	-$291K	–	604
2021 Q3	$291K	Buy	+11,382	New	+$292K	0.01%	213

Other funds holding SCHO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

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

Modera Wealth Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 9,075 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Modera Wealth Management first reported a position in SCHO in Q3 2021 and has held it in 12 quarters since. The position peaked at $326K in Q3 2023. 492 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Modera Wealth Management held 9,075 shares of Schwab Short-Term US Treasury ETF worth $219K as of Q2 2026.
Modera Wealth Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #614 holding.
Modera Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and has held it in 12 quarters since.
Modera Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $326K in Q3 2023.
492 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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