Modera Wealth Management, LLC's ownership history for SCHW

Modera Wealth Management, LLC currently holds 146.5K shares with a market value of $14.6M. 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 $14.6M on 2025-12-31. At its lowest, it held 146.5K shares on 2025-12-31, with a value of $10.7M on 2024-09-30. In the recent 180 days, Modera Wealth Management, LLC has decreased its shares by 7.9K. In the recent year, Modera Wealth Management, LLC has decreased its shares by 14.9K.