Modera Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Modera Wealth Management, LLC holds 205,607 shares of SCHA stock, worth $4.92 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
205,607
Previous 106,260 93.49%
Holding current value
$4.92 Million
Previous $5.47 Million 2.85%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$25.33 - $51.16 $2.52 Million - $5.08 Million
99,347 Added 93.49%
205,607 $5.32 Million
Q3 2024

Oct 24, 2024
SELL
$46.9 - $51.96 $61,063 - $67,651
-1,302 Reduced 1.21%
106,260 $5.47 Million
Q2 2024

Jul 29, 2024
BUY
$45.24 - $49.04 $25,696 - $27,854
568 Added 0.53%
107,562 $5.1 Million
Q1 2024

May 14, 2024
SELL
$44.84 - $49.24 $57,126 - $62,731
-1,274 Reduced 1.18%
106,994 $5.27 Million
Q4 2023

Feb 14, 2024
BUY
$38.13 - $48.02 $182,795 - $230,207
4,794 Added 4.63%
108,268 $5.11 Million
Q3 2023

Nov 30, 2023
BUY
$40.85 - $46.1 $198,449 - $223,953
4,858 Added 4.93%
103,474 $4.29 Million
Q3 2023

Nov 01, 2023
SELL
$40.85 - $46.1 $349,880 - $394,846
-8,565 Reduced 7.99%
98,616 $4.08 Million
Q2 2023

Aug 07, 2023
BUY
$39.91 - $43.82 $4.28 Million - $4.7 Million
107,181 New
107,181 $4.69 Million
Q1 2022

May 03, 2022
SELL
$44.42 - $51.73 $104,031 - $121,151
-2,342 Closed
0 $0
Q4 2021

Feb 04, 2022
SELL
$48.64 - $55.07 $3,502 - $3,965
-72 Reduced 2.98%
2,342 $240,000
Q3 2021

Nov 04, 2021
BUY
$48.3 - $52.49 $116,596 - $126,710
2,414 New
2,414 $242,000

Others Institutions Holding SCHA

# of Institutions
1,251
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email