Modera Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Modera Wealth Management, LLC holds 5,201 shares of SCHO stock, worth $125,656. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,201
Previous 5,201 -0.0%
Holding current value
$125,656
Previous $250,000 1.6%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$48.05 - $48.63 $249,908 - $252,924
5,201 New
5,201 $250,000
Q3 2023

Nov 30, 2023
SELL
$47.78 - $48.2 $850,149 - $857,622
-17,793 Reduced 72.33%
6,806 $325,000
Q3 2023

Nov 01, 2023
BUY
$47.78 - $48.2 $934,146 - $942,358
19,551 Added 387.3%
24,599 $1.18 Million
Q2 2023

Aug 07, 2023
BUY
$48.06 - $48.89 $242,606 - $246,796
5,048 New
5,048 $242,000
Q4 2021

Feb 04, 2022
SELL
$50.83 - $51.21 $289,273 - $291,436
-5,691 Closed
0 $0
Q3 2021

Nov 04, 2021
BUY
$51.18 - $51.3 $291,265 - $291,948
5,691 New
5,691 $291,000

Others Institutions Holding SCHO

# of Institutions
621
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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