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
2025 Q2	–	Sell
2025 Q1	$245K	Sell
2024 Q4	$255K	Buy
2024 Q3	$255K	Hold
2024 Q2	$250K	Hold
2024 Q1	$251K	Buy
2023 Q4	–	Sell
2023 Q3	$326K	Buy
2023 Q2	$243K	Buy
2021 Q4	–	Sell
2021 Q3	$291K	Buy