SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 87,029 Value ($000) $1,818 Avg Close — Range —
Q3 2025
Shares 88,687 Value ($000) $1,913 Avg Close — Range —
Q2 2025
Shares 88,535 Value ($000) $1,873 Avg Close — Range —
Q1 2025
Shares 88,547 Value ($000) $1,905 Avg Close — Range —
Q4 2024
Shares 88,958 Value ($000) $1,873 Avg Close — Range —
Q3 2024
Shares 89,719 Value ($000) $2,079 Avg Close — Range —
Q2 2024
Shares 89,085 Value ($000) $1,779 Avg Close — Range —
Q1 2024
Shares 89,690 Value ($000) $1,821 Avg Close — Range —
Q4 2023
Shares 16,040 Value ($000) $332 Avg Close — Range —
Q3 2023
Shares 23,935 Value ($000) $425 Avg Close — Range —
Q2 2023
Shares 26,332 Value ($000) $514 Avg Close — Range —