Modera Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Modera Wealth Management, LLC holds 206,155 shares of SCHJ stock, worth $5.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
206,155
Previous 206,569 0.2%
Holding current value
$5.1 Million
Previous $5.04 Million 0.85%
% of portfolio
0.07%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$24.29 - $24.65 $10,056 - $10,205
-414 Reduced 0.2%
206,155 $5.08 Million
Q4 2024

Feb 05, 2025
BUY
$24.31 - $49.53 $2.43 Million - $4.95 Million
99,900 Added 93.65%
206,569 $5.04 Million
Q3 2024

Oct 24, 2024
SELL
$48.09 - $49.69 $70,499 - $72,845
-1,466 Reduced 1.36%
106,669 $5.29 Million
Q2 2024

Jul 29, 2024
SELL
$47.73 - $48.35 $135,696 - $137,459
-2,843 Reduced 2.56%
108,135 $5.22 Million
Q1 2024

May 14, 2024
SELL
$48.03 - $48.53 $205,952 - $208,096
-4,288 Reduced 3.72%
110,978 $5.36 Million
Q4 2023

Feb 14, 2024
BUY
$46.51 - $48.38 $774,391 - $805,527
16,650 Added 16.88%
115,266 $5.58 Million
Q3 2023

Nov 30, 2023
BUY
$46.87 - $47.5 $4.62 Million - $4.68 Million
98,616 New
98,616 $4.63 Million
Q2 2023

Aug 07, 2023
BUY
$47.14 - $47.79 $4.66 Million - $4.72 Million
98,811 New
98,811 $4.67 Million

Others Institutions Holding SCHJ

# of Institutions
132
Shares Held
7.7M
Call Options Held
0
Put Options Held
6K
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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