Modera Wealth Management, LLC
Position in SCHJ — Schwab 1-5 Year Corporate Bond ETF
CIK 1542143
WESTWOOD, NJ
All Filings in SCHJ
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHJ | $4,137,011 | 167,321 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 SCHJ | $5,249,716 | 210,832 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 SCHJ | $5,315,929 | 213,106 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 SCHJ | $5,097,189 | 205,449 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 SCHJ | $5,079,659 | 206,155 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 SCHJ | $5,035,119 | 206,569 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 SCHJ | — | 106,669 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 SCHJ | — | 108,135 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 SCHJ | — | 110,978 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 SCHJ | — | 115,266 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 SCHJ | — | 98,616 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 SCHJ | — | 98,811 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||