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Modera Wealth Management, LLC: SCHP position timeline

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

Modera Wealth Management, LLC held 695,863 SCHP 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 695,863 shares
    Change vs previous 13F -5,404 shares

    0.2% of the 13F portfolio, value $18,440,361.

    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 701,267 shares
    Change vs previous 13F -49,597 shares

    0.22% of the 13F portfolio, value $18,660,713.

    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 750,864 shares
    Change vs previous 13F -10,547 shares

    0.23% of the 13F portfolio, value $19,890,381.

    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 761,411 shares
    Change vs previous 13F -3,515 shares

    0.24% of the 13F portfolio, value $20,520,021.

    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 764,926 shares
    Change vs previous 13F -6,997 shares

    0.25% of the 13F portfolio, value $20,408,231.

    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 771,923 shares
    Change vs previous 13F +7,384 shares

    0.28% of the 13F portfolio, value $20,756,998.

    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 764,539 shares
    Change vs previous 13F +583,440 shares

    0.24% of the 13F portfolio, value $19,748,051.

    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 181,099 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,712,329.

    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).