Modera Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Modera Wealth Management, LLC holds 101,317 shares of SCHB stock, worth $2.62 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
101,317
Previous 113,653 10.85%
Holding current value
$2.62 Million
Previous $2.71 Million 3.84%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$23.82 - $25.84 $293,843 - $318,762
-12,336 Reduced 10.85%
101,317 $2.6 Million
Q2 2025

Aug 06, 2025
BUY
$19.1 - $23.83 $340,896 - $425,317
17,848 Added 18.63%
113,653 $2.71 Million
Q1 2025

May 08, 2025
BUY
$21.23 - $23.75 $5,541 - $6,198
261 Added 0.27%
95,805 $2.06 Million
Q4 2024

Feb 05, 2025
BUY
$22.01 - $66.82 $1.41 Million - $4.27 Million
63,902 Added 201.95%
95,544 $2.17 Million
Q3 2024

Oct 24, 2024
BUY
$59.93 - $66.52 $1,078 - $1,197
18 Added 0.06%
31,642 $2.1 Million
Q2 2024

Jul 29, 2024
SELL
$57.57 - $63.3 $1,151 - $1,266
-20 Reduced 0.06%
31,624 $1.99 Million
Q1 2024

May 14, 2024
SELL
$54.61 - $61.05 $152,689 - $170,695
-2,796 Reduced 8.12%
31,644 $1.93 Million
Q4 2023

Feb 14, 2024
SELL
$47.61 - $55.91 $15,425 - $18,114
-324 Reduced 0.93%
34,440 $1.92 Million
Q3 2023

Nov 30, 2023
BUY
$49.59 - $53.57 $461,732 - $498,790
9,311 Added 36.58%
34,764 $1.73 Million
Q3 2023

Nov 01, 2023
SELL
$49.59 - $53.57 $614,469 - $663,785
-12,391 Reduced 32.74%
25,453 $1.27 Million
Q2 2023

Aug 07, 2023
BUY
$47.08 - $51.7 $1.78 Million - $1.96 Million
37,844 New
37,844 $1.96 Million

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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