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

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 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 558,041 shares of SCHX stock, worth $13.1 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
558,041
Previous 582,786 4.25%
Holding current value
$13.1 Million
Previous $37.4 Million 1.12%
% of portfolio
0.49%
Previous 0.55%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$61.11 - $67.85 $1.51 Million - $1.68 Million
-24,745 Reduced 4.25%
558,041 $37.9 Million
Q2 2024

Jul 29, 2024
SELL
$58.7 - $64.78 $687,142 - $758,314
-11,706 Reduced 1.97%
582,786 $37.4 Million
Q1 2024

May 14, 2024
SELL
$55.41 - $62.08 $4.12 Million - $4.62 Million
-74,350 Reduced 11.12%
594,492 $36.9 Million
Q4 2023

Feb 14, 2024
SELL
$48.47 - $56.6 $348,402 - $406,840
-7,188 Reduced 1.06%
668,842 $37.7 Million
Q3 2023

Nov 30, 2023
BUY
$50.36 - $54.21 $28.8 Million - $31 Million
572,556 Added 553.33%
676,030 $34.2 Million
Q3 2023

Nov 01, 2023
SELL
$50.36 - $54.21 $29.2 Million - $31.5 Million
-580,499 Reduced 84.87%
103,474 $5.24 Million
Q2 2023

Aug 07, 2023
BUY
$47.67 - $52.37 $32.6 Million - $35.8 Million
683,973 New
683,973 $35.8 Million
Q4 2021

Feb 04, 2022
SELL
$51.9 - $57.29 $317,160 - $350,099
-6,111 Closed
0 $0
Q3 2021

Nov 04, 2021
BUY
$51.52 - $54.94 $314,838 - $335,738
6,111 New
6,111 $636,000
Q2 2021

Aug 02, 2021
SELL
$48.62 - $52.01 $105,116 - $112,445
-2,162 Closed
0 $0
Q1 2021

Apr 29, 2021
BUY
$44.9 - $48.34 $97,073 - $104,511
2,162 New
2,162 $208,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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