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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
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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View all positions for Modera Wealth Management

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Charles Schwab Investment Management
Bank of America Corporation
Columbus Macro
TAP Consulting
Modera Wealth Management
Greenup Street Wealth Management
HighTower Advisors
Jane Street
White Wing Wealth Management
Kades & Cheifetz
National Asset Management
Essex
AlphaStar Capital Management
Rosenberg Matthew Hamilton
Van Strum & Towne

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