Modera Wealth Management
SCHB icon

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
Q3 		$2.46M Sell
83,771
-3,124
-4% -$91.7K 0.03% 259
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

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Modera Wealth Management's SCHB Position: Q3 2026 in Review

Modera Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 3.6% in Q3 2026, selling an estimated $91.7K and leaving 83,771 shares worth $2.46M. The position accounts for 0.03% of the portfolio, ranked #259.

Modera Wealth Management first reported a position in SCHB in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.71M in Q2 2025. 698 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Modera Wealth Management held 83,771 shares of Schwab US Broad Market ETF worth $2.46M as of Q3 2026.
  • Modera Wealth Management sold 3,124 Schwab US Broad Market ETF shares in Q3 2026, an estimated $91.7K.
  • Schwab US Broad Market ETF made up 0.03% of Modera Wealth Management's portfolio in Q3 2026, its #259 holding.
  • Modera Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 14 quarters since.
  • Modera Wealth Management's Schwab US Broad Market ETF position peaked at $2.71M in Q2 2025.
  • 698 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.