Modera Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Modera Wealth Management, LLC holds 31,598 shares of SCHD stock, worth $870,840. This represents 0.01% of its overall portfolio holdings.

Number of Shares
31,598
Previous 10,983 187.7%
Holding current value
$870,840
Previous $928,000 7.0%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$26.93 - $84.95 $555,161 - $1.75 Million
20,615 Added 187.7%
31,598 $863,000
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $46,905 - $51,801
609 Added 5.87%
10,983 $928,000
Q1 2024

May 14, 2024
SELL
$75.25 - $80.63 $11,287 - $12,094
-150 Reduced 1.43%
10,374 $836,000
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $10,035 - $11,447
150 Added 1.45%
10,524 $801,000
Q3 2023

Nov 30, 2023
SELL
$70.63 - $75.66 $3.11 Million - $3.33 Million
-44,063 Reduced 80.94%
10,374 $734,000
Q3 2023

Nov 01, 2023
BUY
$70.63 - $75.66 $3.1 Million - $3.32 Million
43,926 Added 417.91%
54,437 $3.85 Million
Q2 2023

Aug 07, 2023
BUY
$69.18 - $73.94 $392,043 - $419,017
5,667 Added 116.99%
10,511 $763,000
Q1 2023

May 05, 2023
SELL
$70.28 - $78.03 $1,897 - $2,106
-27 Reduced 0.55%
4,844 $354,000
Q4 2022

Feb 07, 2023
BUY
$67.16 - $79.06 $110,008 - $129,500
1,638 Added 50.67%
4,871 $367,000
Q2 2022

Jul 27, 2022
BUY
$70.31 - $80.24 $3,304 - $3,771
47 Added 1.48%
3,233 $232,000
Q1 2022

May 03, 2022
BUY
$75.14 - $81.94 $48,014 - $52,359
639 Added 25.09%
3,186 $251,000
Q4 2021

Feb 04, 2022
BUY
$74.93 - $80.86 $190,846 - $205,950
2,547 New
2,547 $206,000

Others Institutions Holding SCHD

# of Institutions
1,873
Shares Held
561M
Call Options Held
3.32M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email