Modera Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Modera Wealth Management, LLC

$8.14 Billion
Q4 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 206,569 shares of SCHJ stock, worth $5.05 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

206,569

Previous 106,669 93.65%

Holding current value

$5.05 Million

Previous $5.29 Million 4.82%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$24.31 - $49.53 $2.43 Million - $4.95 Million	99,900 Added 93.65%	206,569 $5.04 Million
Q3 2024 Oct 24, 2024	SELL	$48.09 - $49.69 $70,499 - $72,845	-1,466 Reduced 1.36%	106,669 $5.29 Million
Q2 2024 Jul 29, 2024	SELL	$47.73 - $48.35 $135,696 - $137,459	-2,843 Reduced 2.56%	108,135 $5.22 Million
Q1 2024 May 14, 2024	SELL	$48.03 - $48.53 $205,952 - $208,096	-4,288 Reduced 3.72%	110,978 $5.36 Million
Q4 2023 Feb 14, 2024	BUY	$46.51 - $48.38 $774,391 - $805,527	16,650 Added 16.88%	115,266 $5.58 Million
Q3 2023 Nov 30, 2023	BUY	$46.87 - $47.5 $4.62 Million - $4.68 Million	98,616 New	98,616 $4.63 Million
Q2 2023 Aug 07, 2023	BUY	$47.14 - $47.79 $4.66 Million - $4.72 Million	98,811 New	98,811 $4.67 Million

Others Institutions Holding SCHJ

# of Institutions

112

Shares Held

4.73M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
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Modera Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History