Modera Wealth Management, LLC's ownership history for SCHW

Modera Wealth Management, LLC currently holds 149.2K shares with a market value of $14.2M. It started holding SCHW on 2024-09-30. At its peak, it held 165.8K shares on 2024-09-30. Its highest holding value was $14.2M on 2025-09-30. At its lowest, it held 149.2K shares on 2025-09-30, with a value of $10.7M on 2024-09-30. In the recent 180 days, Modera Wealth Management, LLC has decreased its shares by 8.0K. In the recent year, Modera Wealth Management, LLC has decreased its shares by 16.6K.