Modera Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
A detailed history of Modera Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Modera Wealth Management, LLC holds 51,849 shares of SCHE stock, worth $1.41 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
51,849
Previous 50,715
2.24%
Holding current value
$1.41 Million
Previous $1.26 Million
4.14%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
764Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.31 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$633 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$540 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$330 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$158 Million0.24% of portfolio