MWM
Modera Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Sell |
792,760
-48,653
| -6% | -$1.36M | 0.28% | 72 |
|
|
2025
Q1 | $22M | Sell |
841,413
-69,881
| -8% | -$1.83M | 0.3% | 73 |
|
|
2024
Q4 | $25.3M | Buy |
911,294
+601,739
| +194% | +$16.7M | 0.3% | 66 |
|
|
2024
Q3 | $25.7M | Sell |
309,555
-5,991
| -2% | -$498K | 0.33% | 68 |
|
|
2024
Q2 | $24.6M | Sell |
315,546
-3,956
| -1% | -$308K | 0.36% | 62 |
|
|
2024
Q1 | $26M | Sell |
319,502
-5,607
| -2% | -$457K | 0.4% | 61 |
|
|
2023
Q4 | $24.5M | Sell |
325,109
-7,299
| -2% | -$550K | 0.41% | 60 |
|
|
2023
Q3 | $22.5M | Sell |
332,408
-13,321
| -4% | -$902K | 0.42% | 60 |
|
|
2023
Q2 | $24.6M | Buy |
+345,729
| New | +$24.6M | 0.45% | 58 |
|