Schwab Strategic Tr cmn shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 126k | 29.11 |
| 2025-06-30 | $3.3M | 121k | 27.67 |
| 2025-03-31 | $3.2M | 120k | 26.58 |
| 2024-12-31 | $3.0M | 114k | 26.07 |
| 2024-09-30 | $866k | 11k | 80.37 |
| 2024-06-30 | $973k | 13k | 74.08 |
| 2024-03-31 | $1.0M | 14k | 75.98 |
| 2023-12-31 | $995k | 14k | 70.10 |
| 2023-09-30 | $950k | 15k | 64.46 |
| 2023-06-30 | $1.0M | 15k | 67.09 |