Modera Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Modera Wealth Management, LLC
- $7.79 Billion
- Q3 2024
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 106,669 shares of SCHJ stock, worth $2.62 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
106,669
Previous 108,135
1.36%
Holding current value
$2.62 Million
Previous $5.22 Million
1.36%
% of portfolio
0.07%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding SCHJ
# of Institutions
97Shares Held
4.79MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$42.4 Million0.02% of portfolio
-
Columbus Macro, LLC193KShares$4.73 Million3.49% of portfolio
-
Envestnet Asset Management Inc185KShares$4.55 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC166KShares$4.08 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$4.04 Million0.02% of portfolio