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

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025

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 125,588 shares of SCHV stock, worth $3.64 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
125,588
Previous 120,742 4.01%
Holding current value
$3.64 Million
Previous $3.34 Million 9.43%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$27.61 - $29.15 $133,798 - $141,260
4,846 Added 4.01%
125,588 $3.66 Million
Q2 2025

Aug 06, 2025
BUY
$23.55 - $27.67 $9,514 - $11,178
404 Added 0.34%
120,742 $3.34 Million
Q1 2025

May 08, 2025
BUY
$25.77 - $27.6 $158,021 - $169,243
6,132 Added 5.37%
120,338 $3.2 Million
Q4 2024

Feb 05, 2025
BUY
$25.79 - $80.4 $2.67 Million - $8.32 Million
103,432 Added 960.01%
114,206 $2.98 Million
Q3 2024

Oct 24, 2024
SELL
$73.43 - $80.37 $173,588 - $189,994
-2,364 Reduced 17.99%
10,774 $865,000
Q2 2024

Jul 29, 2024
SELL
$71.74 - $75.86 $41,107 - $43,467
-573 Reduced 4.18%
13,138 $973,000
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
973
Shares Held
357M
Call Options Held
0
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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