Modera Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 2024

A detailed history of Modera Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Modera Wealth Management, LLC holds 13,711 shares of SCHV stock, worth $1.01 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,711
Previous 14,200 3.44%
Holding current value
$1.01 Million
Previous $995,000 4.62%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 14, 2024
SELL
$68.82 - $75.98 $33,652 - $37,154
-489 Reduced 3.44%
13,711 $1.04 Million
Q4 2023

Feb 14, 2024
SELL
$61.16 - $70.24 $33,087 - $37,999
-541 Reduced 3.67%
14,200 $995,000
Q3 2023

Nov 30, 2023
SELL
$64.45 - $69.39 $1.29 Million - $1.39 Million
-20,023 Reduced 57.6%
14,741 $950,000
Q3 2023

Nov 01, 2023
BUY
$64.45 - $69.39 $1.26 Million - $1.36 Million
19,616 Added 129.5%
34,764 $2.24 Million
Q2 2023

Aug 07, 2023
BUY
$63.33 - $67.21 $959,322 - $1.02 Million
15,148 New
15,148 $1.02 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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