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

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025

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 200,033 shares of SCHA stock, worth $5.21 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
200,033
Previous 205,607 2.71%
Holding current value
$5.21 Million
Previous $5.32 Million 11.85%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$23.16 - $27.04 $129,093 - $150,720
-5,574 Reduced 2.71%
200,033 $4.69 Million
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
1,274
Shares Held
251M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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