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Modera Wealth Management, LLC: SCHM position timeline

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

Modera Wealth Management, LLC held 666,792 SCHM 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 666,792 shares
    Change vs previous 13F -30,599 shares

    0.26% of the 13F portfolio, value $24,584,630.

    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 697,391 shares
    Change vs previous 13F -31,518 shares

    0.26% of the 13F portfolio, value $21,591,227.

    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 728,909 shares
    Change vs previous 13F -22,035 shares

    0.25% of the 13F portfolio, value $21,918,281.

    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 750,944 shares
    Change vs previous 13F -41,816 shares

    0.26% of the 13F portfolio, value $22,257,967.

    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 792,760 shares
    Change vs previous 13F -48,653 shares

    0.28% of the 13F portfolio, value $22,236,906.

    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 841,413 shares
    Change vs previous 13F -69,881 shares

    0.3% of the 13F portfolio, value $22,045,009.

    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 911,294 shares
    Change vs previous 13F +601,739 shares

    0.3% of the 13F portfolio, value $25,251,945.

    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 309,555 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $25,720,959.

    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).