Modera Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Modera Wealth Management, LLC

$6.54 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	BUY	$47.78 - $49.59 $13.9 Million - $14.5 Million	291,505 New	291,505 $14 Million

Others Institutions Holding SCHR

# of Institutions

382

Shares Held

142M

Call Options Held

3.1K

Put Options Held

4.5K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

81M
Shares

$3.95 Billion
5.46% of portfolio
Royal Bank Of Canada Toronto, A6

11.6M
Shares

$566 Million
0.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.35M
Shares

$212 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.6M
Shares

$175 Million
0.21% of portfolio
Goldman Sachs Group Inc New York, NY

2.31M
Shares

$113 Million
0.02% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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