Charles Schwab Corporation shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 149k | 95.47 |
| 2025-06-30 | $14M | 154k | 91.24 |
| 2025-03-31 | $12M | 157k | 78.28 |
| 2024-12-31 | $12M | 161k | 74.01 |
| 2024-09-30 | $11M | 166k | 64.81 |
| 2024-06-30 | $14M | 189k | 73.69 |
| 2024-03-31 | $14M | 198k | 72.34 |
| 2023-12-31 | $14M | 201k | 68.80 |
| 2023-09-30 | $11M | 191k | 54.90 |
| 2023-06-30 | $9.9M | 175k | 56.68 |
| 2021-12-31 | $281k | 3.3k | 84.01 |