Schwab Strategic Tr 1 5yr corp bd shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Schwab Strategic Tr 1 5yr corp bd
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Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 213k | 24.95 |
| 2025-06-30 | $5.1M | 205k | 24.81 |
| 2025-03-31 | $5.1M | 206k | 24.64 |
| 2024-12-31 | $5.0M | 207k | 24.38 |
| 2024-09-30 | $5.3M | 107k | 49.61 |
| 2024-06-30 | $5.2M | 108k | 48.28 |
| 2024-03-31 | $5.4M | 111k | 48.33 |
| 2023-12-31 | $5.6M | 115k | 48.38 |
| 2023-09-30 | $4.6M | 99k | 46.97 |
| 2023-06-30 | $4.7M | 99k | 47.27 |
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