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
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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 |
|---|---|---|---|
| 2025-09-30 | $21M | 761k | 26.95 |
| 2025-06-30 | $20M | 765k | 26.68 |
| 2025-03-31 | $21M | 772k | 26.89 |
| 2024-12-31 | $20M | 765k | 25.83 |
| 2024-09-30 | $9.7M | 181k | 53.63 |
| 2024-06-30 | $9.5M | 183k | 52.01 |
| 2024-03-31 | $9.6M | 185k | 52.16 |
| 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 |