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

Modera Wealth Management, LLC

$6.54 Billion
Q1 2024

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 89,690 shares of SCHH stock, worth $1.78 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

89,690

Previous 16,040 459.16%

Holding current value

$1.78 Million

Previous $332,000 448.19%

% of portfolio

0.03%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

505

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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