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Schwab Strategic Tr us reit etf shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Schwab Strategic Tr us reit etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us reit etf held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 90k 20.30
2023-12-31 $332k 16k 20.71
2023-09-30 $425k 24k 17.75
2023-06-30 $514k 26k 19.53

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Modera Wealth Management

Top funds holding Schwab Strategic Tr us reit etf

Charles Schwab Investment Advisory
Financial Engines Advisors L.L.C
Creative Planning
Charles Schwab Investment Management
Us Bancorp
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
BlackRock
HPM Partners
Huntington Asset Advisors
Moneta Group Investment Advisors
Ameriprise Financial
Moisand Fitzgerald Tamayo
Pnc Financial Services
Charles Schwab Trust

View all funds holding Schwab Strategic Tr us reit etf