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Modera Wealth Management, LLC: SCHX position timeline

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

Modera Wealth Management, LLC held 1,375,086 SCHX 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 1,375,086 shares
    Change vs previous 13F -71,517 shares

    0.43% of the 13F portfolio, value $40,468,773.

    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 1,446,603 shares
    Change vs previous 13F -49,809 shares

    0.44% of the 13F portfolio, value $37,090,899.

    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 1,496,412 shares
    Change vs previous 13F -28,630 shares

    0.47% of the 13F portfolio, value $40,268,451.

    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 1,525,042 shares
    Change vs previous 13F -28,467 shares

    0.47% of the 13F portfolio, value $40,169,611.

    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 1,553,509 shares
    Change vs previous 13F -23,557 shares

    0.47% of the 13F portfolio, value $37,967,772.

    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 1,577,066 shares
    Change vs previous 13F -33,062 shares

    0.47% of the 13F portfolio, value $34,821,617.

    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 1,610,128 shares
    Change vs previous 13F +1,052,087 shares

    0.45% of the 13F portfolio, value $37,322,774.

    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 558,041 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $37,863,075.

    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).