Modera Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Modera Wealth Management, LLC

$7.26 Billion
Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 88,547 shares of SCHH stock, worth $1.86 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

88,547

Previous 88,958 0.46%

Holding current value

$1.86 Million

Previous $1.87 Million 1.66%

% of portfolio

0.03%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$20.2 - $22.24 $8,302 - $9,140	-411 Reduced 0.46%	88,547 $1.9 Million
Q4 2024 Feb 05, 2025	SELL	$20.55 - $23.26 $15,638 - $17,700	-761 Reduced 0.85%	88,958 $1.87 Million
Q3 2024 Oct 24, 2024	BUY	$19.78 - $23.53 $12,540 - $14,918	634 Added 0.71%	89,719 $2.08 Million
Q2 2024 Jul 29, 2024	SELL	$18.53 - $20.2 $11,210 - $12,221	-605 Reduced 0.67%	89,085 $1.78 Million
Q1 2024 May 14, 2024	BUY	$19.39 - $20.93 $1.43 Million - $1.54 Million	73,650 Added 459.16%	89,690 $1.82 Million
Q4 2023 Feb 14, 2024	SELL	$16.76 - $20.95 $132,320 - $165,400	-7,895 Reduced 32.99%	16,040 $332,000
Q3 2023 Nov 30, 2023	SELL	$17.52 - $20.27 $1.84 Million - $2.13 Million	-105,284 Reduced 81.48%	23,935 $424,000
Q3 2023 Nov 01, 2023	BUY	$17.52 - $20.27 $1.8 Million - $2.09 Million	102,887 Added 390.73%	129,219 $2.29 Million
Q2 2023 Aug 07, 2023	BUY	$18.34 - $19.64 $482,928 - $517,160	26,332 New	26,332 $514,000

Others Institutions Holding SCHH

# of Institutions

555

Shares Held

177M

Call Options Held

18.2K

Put Options Held

7.5K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Modera Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History