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Modera Wealth Management, LLC: SCHW position timeline

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

Modera Wealth Management, LLC held 137,947 SCHW 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 137,947 shares
    Change vs previous 13F -7,008 shares

    0.14% of the 13F portfolio, value $12,728,331.

    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 144,955 shares
    Change vs previous 13F -1,524 shares

    0.16% of the 13F portfolio, value $13,622,831.

    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 146,479 shares
    Change vs previous 13F -2,766 shares

    0.17% of the 13F portfolio, value $14,634,725.

    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 149,245 shares
    Change vs previous 13F -5,112 shares

    0.17% of the 13F portfolio, value $14,248,427.

    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 154,357 shares
    Change vs previous 13F -2,906 shares

    0.17% of the 13F portfolio, value $14,083,561.

    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 157,263 shares
    Change vs previous 13F -4,104 shares

    0.17% of the 13F portfolio, value $12,310,586.

    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 161,367 shares
    Change vs previous 13F -4,451 shares

    0.14% of the 13F portfolio, value $11,942,778.

    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 165,818 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,746,672.

    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).