Modera Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Modera Wealth Management, LLC
- $7.79 Billion
- Q3 2024
A detailed history of Modera Wealth Management, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Modera Wealth Management, LLC holds 106,669 shares of SCHJ stock, worth $2.6 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
106,669
Previous 108,135
1.36%
Holding current value
$2.6 Million
Previous $5.22 Million
1.36%
% of portfolio
0.07%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding SCHJ
# of Institutions
111Shares Held
3.84MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC193KShares$4.71 Million3.49% of portfolio
-
Envestnet Asset Management Inc189KShares$4.62 Million0.0% of portfolio
-
Kades & Cheifetz LLC Berwyn, PA186KShares$4.55 Million2.32% of portfolio
-
Cetera Investment Advisers Schaumburg, IL168KShares$4.11 Million0.02% of portfolio
-
Tap Consulting, LLC164KShares$4.01 Million1.67% of portfolio