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
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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 |
|---|---|---|---|
| 2025-09-30 | $22M | 751k | 29.64 |
| 2025-06-30 | $22M | 793k | 28.05 |
| 2025-03-31 | $22M | 841k | 26.20 |
| 2024-12-31 | $25M | 911k | 27.71 |
| 2024-09-30 | $26M | 310k | 83.09 |
| 2024-06-30 | $25M | 316k | 77.83 |
| 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 |