Modera Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 771,923 shares of SCHP stock, worth $20.5 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
771,923
Previous 764,539 0.97%
Holding current value
$20.5 Million
Previous $19.7 Million 5.11%
% of portfolio
0.29%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$25.69 - $26.89 $189,694 - $198,555
7,384 Added 0.97%
771,923 $20.8 Million
Q4 2024

Feb 05, 2025
BUY
$25.74 - $53.78 $15 Million - $31.4 Million
583,440 Added 322.17%
764,539 $19.7 Million
Q3 2024

Oct 24, 2024
SELL
$51.58 - $53.79 $79,897 - $83,320
-1,549 Reduced 0.85%
181,099 $9.71 Million
Q2 2024

Jul 29, 2024
SELL
$51.1 - $52.24 $97,345 - $99,517
-1,905 Reduced 1.03%
182,648 $9.5 Million
Q1 2024

May 14, 2024
BUY
$51.32 - $52.45 $501,293 - $512,331
9,768 Added 5.59%
184,553 $9.63 Million
Q4 2023

Feb 14, 2024
SELL
$49.69 - $52.46 $9.14 Million - $9.65 Million
-183,942 Reduced 51.28%
174,785 $9.12 Million
Q3 2023

Nov 01, 2023
BUY
$50.37 - $52.48 $82,959 - $86,434
1,647 Added 0.46%
358,727 $18.1 Million
Q2 2023

Aug 07, 2023
BUY
$52.18 - $54.02 $18.6 Million - $19.3 Million
357,080 New
357,080 $18.7 Million
Q2 2022

Jul 27, 2022
SELL
$55.59 - $60.15 $196,232 - $212,329
-3,530 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$62.25 - $63.89 $219,742 - $225,531
3,530 New
3,530 $222,000

Others Institutions Holding SCHP

# of Institutions
739
Shares Held
339M
Call Options Held
37.5K
Put Options Held
10.4K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

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