MWM
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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
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

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Betterment LLC
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R
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return