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Modera Wealth Management, LLC: SCHC position timeline

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

Modera Wealth Management, LLC held 45,360 SCHC 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 45,360 shares
    Change vs previous 13F -978 shares

    0.02% of the 13F portfolio, value $2,182,724.

    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 46,338 shares
    Change vs previous 13F -757 shares

    0.03% of the 13F portfolio, value $2,165,839.

    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 47,095 shares
    Change vs previous 13F -6,321 shares

    0.02% of the 13F portfolio, value $2,144,236.

    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 53,416 shares
    Change vs previous 13F -360 shares

    0.03% of the 13F portfolio, value $2,430,963.

    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 53,776 shares
    Change vs previous 13F -962 shares

    0.03% of the 13F portfolio, value $2,290,320.

    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 54,738 shares
    Change vs previous 13F -3,713 shares

    0.03% of the 13F portfolio, value $1,964,000.

    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 58,451 shares
    Change vs previous 13F +11,415 shares

    0.02% of the 13F portfolio, value $2,006,614.

    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 47,036 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,812,287.

    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).