Schwab U S Small Cap ETF shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 194k | 27.90 |
| 2025-06-30 | $4.9M | 195k | 25.30 |
| 2025-03-31 | $4.7M | 200k | 23.43 |
| 2024-12-31 | $5.3M | 206k | 25.86 |
| 2024-09-30 | $5.5M | 106k | 51.50 |
| 2024-06-30 | $5.1M | 108k | 47.45 |
| 2024-03-31 | $5.3M | 107k | 49.24 |
| 2023-12-31 | $5.1M | 108k | 47.24 |
| 2023-09-30 | $4.3M | 104k | 41.42 |
| 2023-06-30 | $4.7M | 107k | 43.80 |
| 2021-12-31 | $240k | 2.3k | 102.48 |
| 2021-09-30 | $242k | 2.4k | 100.25 |