Skip to content
Disclosery

Modera Wealth Management, LLC: SCHG position timeline

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

Modera Wealth Management, LLC held 907,291 SCHG 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 907,291 shares
    Change vs previous 13F -24,811 shares

    0.33% of the 13F portfolio, value $30,702,723.

    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 932,102 shares
    Change vs previous 13F -33,201 shares

    0.33% of the 13F portfolio, value $27,152,118.

    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 965,303 shares
    Change vs previous 13F -16,660 shares

    0.36% of the 13F portfolio, value $31,488,172.

    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 981,963 shares
    Change vs previous 13F -3,475 shares

    0.36% of the 13F portfolio, value $31,334,425.

    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 985,438 shares
    Change vs previous 13F -367 shares

    0.36% of the 13F portfolio, value $28,784,656.

    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 985,805 shares
    Change vs previous 13F -35,076 shares

    0.33% of the 13F portfolio, value $24,684,569.

    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 1,020,881 shares
    Change vs previous 13F +761,951 shares

    0.34% of the 13F portfolio, value $28,451,962.

    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 258,930 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $26,975,322.

    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).