Schwab U S Large Cap Growth ETF shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $24M | 284k | 82.96 |
| 2023-09-30 | $1.4M | 44k | 32.25 |
| 2023-06-30 | $23M | 301k | 74.95 |
| 2023-03-31 | $470k | 7.2k | 65.17 |
| 2022-12-31 | $401k | 7.2k | 55.56 |
| 2022-09-30 | $402k | 7.2k | 55.77 |
| 2022-06-30 | $418k | 7.2k | 58.02 |
| 2022-03-31 | $539k | 7.2k | 74.83 |
| 2021-12-31 | $590k | 3.6k | 163.84 |
| 2021-09-30 | $386k | 2.6k | 148.18 |
| 2021-06-30 | $380k | 2.6k | 145.87 |
| 2021-03-31 | $338k | 2.6k | 129.75 |
| 2020-12-31 | $335k | 2.6k | 128.60 |
| 2020-09-30 | $300k | 2.6k | 115.16 |
| 2020-06-30 | $265k | 2.6k | 101.73 |
| 2020-03-31 | $207k | 2.6k | 79.46 |
| 2019-12-31 | $242k | 2.6k | 92.90 |
| 2019-09-30 | $224k | 2.7k | 84.05 |
| 2019-06-30 | $222k | 2.7k | 83.30 |
| 2019-03-31 | $207k | 2.6k | 79.46 |
| 2018-09-30 | $345k | 4.2k | 82.05 |
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