Skip to content
Disclosery

Modera Wealth Management, LLC: SCHF position timeline

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

Modera Wealth Management, LLC held 278,676 SCHF 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 278,676 shares
    Change vs previous 13F -2,860 shares

    0.08% of the 13F portfolio, value $7,719,322.

    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 281,536 shares
    Change vs previous 13F -11,142 shares

    0.08% of the 13F portfolio, value $6,968,012.

    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 292,678 shares
    Change vs previous 13F +15,452 shares

    0.08% of the 13F portfolio, value $7,035,975.

    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 277,226 shares
    Change vs previous 13F +6,727 shares

    0.07% of the 13F portfolio, value $6,453,823.

    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 270,499 shares
    Change vs previous 13F -7,453 shares

    0.07% of the 13F portfolio, value $5,978,027.

    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 277,952 shares
    Change vs previous 13F +5,712 shares

    0.07% of the 13F portfolio, value $5,497,892.

    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 272,240 shares
    Change vs previous 13F +138,119 shares

    0.06% of the 13F portfolio, value $5,036,438.

    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 134,121 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,515,063.

    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).