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Schwab Strategic Tr 0 shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 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 0 by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.1M 175k 52.20
2023-09-30 $18M 359k 50.49
2023-06-30 $19M 357k 52.43
2022-03-31 $214k 3.5k 60.62
2021-12-31 $222k 3.5k 62.89

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View all positions for Modera Wealth Management

Top funds holding Schwab Strategic Tr 0

Charles Schwab Investment Advisory
Empower Advisory Group
HPM Partners
Quadratic Capital Management
Goldman Sachs Group
Jpmorgan Chase & Co
Franklin Resources
Alliancebernstein
Evoke Wealth
Central Trust & Investment
Charles Schwab Investment Management
Alesco Advisors
Jasper Ridge Partners
Perella Weinberg Partners Capital Management
UBS Group

View all funds holding Schwab Strategic Tr 0