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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 1 5yr corp bd held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Modera Wealth Management

EQT Corporation (EQT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Modera Wealth Management

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Columbus Macro
Envestnet Asset Management
Cetera Investment Advisers
TAP Consulting
Bank of America Corporation
Meridian Wealth Management
White Wing Wealth Management
Modera Wealth Management
Kades & Cheifetz
HighTower Advisors
LPL Financial
Citadel Advisors
Hm Payson & Co
National Asset Management
AlphaStar Capital Management

View all funds holding Schwab Strategic Tr 1 5yr corp bd