Modera Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History

Modera Wealth Management, LLC

  • $6.75 Billion
  • Q2 2024

A detailed history of Modera Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Modera Wealth Management, LLC holds 47,487 shares of SCHC stock, worth $1.83 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
47,487
Previous 42,746 11.09%
Holding current value
$1.83 Million
Previous $1.53 Million 10.39%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
BUY
$34.12 - $36.71 $161,762 - $174,042
4,741 Added 11.09%
47,487 $1.69 Million
Q1 2024

May 14, 2024
SELL
$33.2 - $35.86 $29,382 - $31,736
-885 Reduced 2.03%
42,746 $1.53 Million
Q4 2023

Feb 14, 2024
BUY
$30.0 - $35.05 $2,070 - $2,418
69 Added 0.16%
43,631 $1.52 Million
Q3 2023

Nov 30, 2023
BUY
$32.0 - $35.51 $1.39 Million - $1.55 Million
43,562 New
43,562 $1.4 Million
Q2 2023

Aug 07, 2023
BUY
$32.67 - $34.58 $1.37 Million - $1.45 Million
42,006 New
42,006 $1.42 Million

Others Institutions Holding SCHC

# of Institutions
411
Shares Held
88M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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