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 $5.11 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
206,155
Previous 206,569
0.2%
Holding current value
$5.11 Million
Previous $5.04 Million
0.85%
% of portfolio
0.07%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding SCHJ
# of Institutions
131Shares Held
7.68MCall Options Held
0Put Options Held
6K-
Columbus Macro, LLC427KShares$10.6 Million1.36% of portfolio
-
Envestnet Asset Management Inc394KShares$9.76 Million0.0% of portfolio
-
Meridian Wealth Management, LLC363KShares$9 Million0.44% of portfolio
-
Tap Consulting, LLC334KShares$8.28 Million1.74% of portfolio
-
Cetera Investment Advisers Schaumburg, IL331KShares$8.2 Million0.02% of portfolio