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Modera Wealth Management, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modera Wealth Management, LLC on SCHA, newest first. How the timeline and the estimate are built.

Modera Wealth Management, LLC held 188,992 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,992 shares
    Change vs previous 13F -4,967 shares

    0.07% of the 13F portfolio, value $6,828,299.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 193,959 shares
    Change vs previous 13F +5,803 shares

    0.07% of the 13F portfolio, value $5,640,327.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 188,156 shares
    Change vs previous 13F -6,085 shares

    0.06% of the 13F portfolio, value $5,358,675.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 194,241 shares
    Change vs previous 13F -1,083 shares

    0.06% of the 13F portfolio, value $5,419,326.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 195,324 shares
    Change vs previous 13F -4,709 shares

    0.06% of the 13F portfolio, value $4,941,701.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 200,033 shares
    Change vs previous 13F -5,574 shares

    0.06% of the 13F portfolio, value $4,686,766.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 205,607 shares
    Change vs previous 13F +99,347 shares

    0.06% of the 13F portfolio, value $5,317,006.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 106,260 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,472,369.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).