Modera Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Modera Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.52M	Sell	86,895 -1,165	-1%	-$32.6K	0.03%	250
2026 Q1	$2.21M	Sell	88,060 -307	-0.3%	-$8.06K	0.03%	248
2025 Q4	$2.32M	Sell	88,367 -12,950	-13%	-$337K	0.03%	251
2025 Q3	$2.6M	Sell	101,317 -12,336	-11%	-$305K	0.03%	236
2025 Q2	$2.71M	Buy	113,653 +17,848	+19%	+$393K	0.03%	233
2025 Q1	$2.06M	Buy	95,805 +261	+0.3%	+$5.94K	0.03%	242
2024 Q4	$2.17M	Buy	95,544 +618	+0.7%	+$14.1K	0.03%	241
2024 Q3	$2.1M	Buy	94,926 +54	+0.1%	+$1.15K	0.03%	229
2024 Q2	$1.99M	Sell	94,872 -60	-0.1%	-$1.22K	0.03%	224
2024 Q1	$1.93M	Sell	94,932 -8,388	-8%	-$162K	0.03%	233
2023 Q4	$1.92M	Sell	103,320 -972	-0.9%	-$16.8K	0.03%	226
2023 Q3	$1.73M	Sell	104,292 -9,240	-8%	-$160K	0.03%	228
2023 Q2	$1.96M	Buy	+113,532	New	+$1.85M	0.04%	225

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Modera Wealth Management's SCHB Position: Q2 2026 in Review

Modera Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q2 2026, selling an estimated $32.6K and leaving 86,895 shares worth $2.52M. The position accounts for 0.03% of the portfolio, ranked #250.

Modera Wealth Management first reported a position in SCHB in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.71M in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Modera Wealth Management held 86,895 shares of Schwab US Broad Market ETF worth $2.52M as of Q2 2026.
Modera Wealth Management sold 1,165 Schwab US Broad Market ETF shares in Q2 2026, an estimated $32.6K.
Schwab US Broad Market ETF made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #250 holding.
Modera Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's Schwab US Broad Market ETF position peaked at $2.71M in Q2 2025.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.