Modera Wealth Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Modera Wealth Management, LLC holds 47,728 shares of SCHE stock, worth $1.33 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
47,728
Previous 54,987 13.2%
Holding current value
$1.33 Million
Previous $1.6 Million 20.82%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 05, 2025
SELL
$26.63 - $30.23 $193,307 - $219,439
-7,259 Reduced 13.2%
47,728 $1.27 Million
Q3 2024

Oct 24, 2024
BUY
$25.45 - $29.53 $104,370 - $121,102
4,101 Added 8.06%
54,987 $1.6 Million
Q2 2024

Jul 29, 2024
SELL
$24.67 - $27.2 $23,757 - $26,193
-963 Reduced 1.86%
50,886 $1.35 Million
Q1 2024

May 14, 2024
BUY
$23.47 - $25.45 $26,614 - $28,860
1,134 Added 2.24%
51,849 $1.31 Million
Q4 2023

Feb 14, 2024
SELL
$23.04 - $24.89 $85,754 - $92,640
-3,722 Reduced 6.84%
50,715 $1.26 Million
Q3 2023

Nov 30, 2023
BUY
$23.83 - $26.11 $1.3 Million - $1.42 Million
54,437 New
54,437 $1.3 Million
Q2 2023

Aug 07, 2023
BUY
$23.66 - $25.54 $1.26 Million - $1.36 Million
53,061 New
53,061 $1.31 Million
Q4 2021

Feb 04, 2022
SELL
$28.68 - $31.96 $242,976 - $270,765
-8,472 Closed
0 $0
Q3 2021

Nov 04, 2021
BUY
$29.81 - $32.7 $252,550 - $277,034
8,472 New
8,472 $258,000
Q2 2021

Aug 02, 2021
SELL
$31.06 - $33.61 $197,044 - $213,221
-6,344 Closed
0 $0
Q1 2021

Apr 29, 2021
BUY
$30.78 - $34.63 $195,268 - $219,692
6,344 New
6,344 $202,000

Others Institutions Holding SCHE

# of Institutions
829
Shares Held
143M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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