Modera Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.5M	Sell	1,375,086 -71,517	-5%	-$2.04M	0.43%	52
2026 Q1	$37.1M	Sell	1,446,603 -49,809	-3%	-$1.34M	0.44%	50
2025 Q4	$40.3M	Sell	1,496,412 -28,630	-2%	-$765K	0.47%	50
2025 Q3	$40.2M	Sell	1,525,042 -28,467	-2%	-$723K	0.47%	50
2025 Q2	$38M	Sell	1,553,509 -23,557	-1%	-$533K	0.47%	48
2025 Q1	$34.8M	Sell	1,577,066 -33,062	-2%	-$770K	0.47%	50
2024 Q4	$37.3M	Sell	1,610,128 -63,995	-4%	-$1.49M	0.45%	49
2024 Q3	$37.9M	Sell	1,674,123 -74,235	-4%	-$1.62M	0.48%	49
2024 Q2	$37.4M	Sell	1,748,358 -35,118	-2%	-$726K	0.55%	47
2024 Q1	$36.9M	Sell	1,783,476 -223,050	-11%	-$4.39M	0.56%	49
2023 Q4	$37.7M	Sell	2,006,526 -21,564	-1%	-$379K	0.62%	41
2023 Q3	$34.2M	Sell	2,028,090 -23,829	-1%	-$418K	0.64%	42
2023 Q2	$35.8M	Buy	+2,051,919	New	+$33.9M	0.65%	41
2021 Q4	–	Sell	-36,666	Closed	-$636K	–	605
2021 Q3	$636K	Buy	+36,666	New	+$654K	0.03%	136
2021 Q2	–	Sell	-12,972	Closed	-$208K	–	249
2021 Q1	$208K	Buy	+12,972	New	+$203K	0.01%	220

Other funds holding SCHX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Modera Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.9% in Q2 2026, selling an estimated $2.04M and leaving 1,375,086 shares worth $40.5M. The position accounts for 0.43% of the portfolio, ranked #52.

Modera Wealth Management first reported a position in SCHX in Q1 2021 and has held it in 15 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Modera Wealth Management held 1,375,086 shares of Schwab US Large- Cap ETF worth $40.5M as of Q2 2026.
Modera Wealth Management sold 71,517 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.04M.
Schwab US Large- Cap ETF made up 0.43% of Modera Wealth Management's portfolio in Q2 2026, its #52 holding.
Modera Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 15 quarters since.
1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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