Modera Wealth Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1542143 WESTWOOD, NJ

Position in SCHW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$12,728,369

-$894,501 QoQ

Shares Held

137,947

-4.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#458

of 2,309 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $19,159,241 across 4 Capital Markets names. SCHW ranks #1 (66.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	137,947	$12,728,369
2	GS	Goldman Sachs Group Inc	3,281	$3,318,304
3	MS	Morgan Stanley	9,181	$1,919,196
4	JEF	Jefferies Financial Group Inc.	23,877	$1,193,372

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,728,369	137,947	-4.8%	Shares	Sole	2026-08-03
2026-03-31	$13,622,870	144,955	-1.0%	Shares	Sole	2026-05-06
2025-12-31	$14,634,716	146,479	-1.9%	Shares	Sole	2026-01-21
2025-09-30	$14,248,420	149,245	-3.3%	Shares	Sole	2025-10-31
2025-06-30	$14,083,532	154,357	-1.8%	Shares	Sole	2025-08-06
2025-03-31	$12,310,547	157,263	-2.5%	Shares	Sole	2025-05-08
2024-12-31	$11,942,771	161,367	-2.7%	Shares	Sole	2025-02-06
2024-09-30	$10,746,664	165,818	-12.4%	Shares	Sole	2024-10-24
2024-06-30	$13,950,032	189,307	-4.5%	Shares	Sole	2024-07-29
2024-03-31	$14,342,707	198,268	-1.3%	Shares	Sole	2024-05-14
2023-12-31	$13,824,121	200,932	+5.4%	Shares	Sole	2024-02-14
2023-09-30	$10,469,430	190,700	+8.9%	Shares	Sole	2023-11-30
2023-06-30	$9,923,080	175,072	+5133.8%	Shares	Sole	2023-08-07
2021-12-31	$281,314	3,345	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.