Modera Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 52,555 shares of SCHZ stock, worth $1.22 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
52,555
Previous 56,007 6.16%
Holding current value
$1.22 Million
Previous $1.3 Million 5.86%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$22.68 - $23.28 $78,291 - $80,362
-3,452 Reduced 6.16%
52,555 $1.22 Million
Q1 2025

May 08, 2025
BUY
$22.46 - $23.26 $10,533 - $10,908
469 Added 0.84%
56,007 $1.3 Million
Q4 2024

Feb 05, 2025
BUY
$22.63 - $47.53 $628,412 - $1.32 Million
27,769 Added 100.0%
55,538 $1.26 Million
Q3 2024

Oct 24, 2024
BUY
$45.2 - $47.87 $4,972 - $5,265
110 Added 0.4%
27,769 $1.32 Million
Q2 2024

Jul 29, 2024
BUY
$44.66 - $45.99 $115,937 - $119,390
2,596 Added 10.36%
27,659 $1.26 Million
Q1 2024

May 14, 2024
BUY
$45.44 - $46.67 $36,533 - $37,522
804 Added 3.31%
25,063 $1.15 Million
Q4 2023

Feb 14, 2024
SELL
$43.09 - $46.83 $51,449 - $55,915
-1,194 Reduced 4.69%
24,259 $1.13 Million
Q3 2023

Nov 30, 2023
BUY
$44.14 - $46.33 $472,827 - $496,286
10,712 Added 72.67%
25,453 $1.13 Million
Q3 2023

Nov 01, 2023
SELL
$44.14 - $46.33 $501,960 - $526,864
-11,372 Reduced 43.55%
14,741 $651,000
Q2 2023

Aug 07, 2023
BUY
$45.86 - $47.33 $1.2 Million - $1.24 Million
26,113 New
26,113 $1.21 Million
Q4 2021

Feb 04, 2022
SELL
$53.63 - $54.52 $207,172 - $210,610
-3,863 Closed
0 $0
Q3 2021

Nov 04, 2021
BUY
$54.26 - $55.17 $209,606 - $213,121
3,863 New
3,863 $210,000

Others Institutions Holding SCHZ

# of Institutions
709
Shares Held
171M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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