Modera Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Modera Wealth Management, LLC
- $7.91 Billion
- Q2 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 205,449 shares of SCHJ stock, worth $5.13 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
205,449
Previous 206,155
0.34%
Holding current value
$5.13 Million
Previous $5.08 Million
0.35%
% of portfolio
0.06%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding SCHJ
# of Institutions
132Shares Held
7.34MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC427KShares$10.6 Million1.36% of portfolio
-
Envestnet Asset Management Inc375KShares$9.36 Million0.0% of portfolio
-
Meridian Wealth Management, LLC373KShares$9.3 Million0.41% of portfolio
-
Tap Consulting, LLC334KShares$8.34 Million1.74% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.08 Million5.51% of portfolio