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Sch Us Mid-cap Etf etf shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Sch Us Mid-cap Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Sch Us Mid-cap Etf 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 Sch Us Mid-cap Etf etf by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $26M 320k 81.43
2023-12-31 $25M 325k 75.32
2023-09-30 $23M 332k 67.68
2023-06-30 $25M 346k 71.03

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 Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
Creative Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
HPM Partners
Prime Capital Investment Advisors
Advisory Alpha
Northwestern Mutual Wealth Management Company
UBS Group
Legacy Wealth Management
JMG Financial Group
Fragasso
Ameriprise Financial
Envestnet Asset Management

View all funds holding Sch Us Mid-cap Etf etf