MWA
SCHB icon

Motive Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Motive Wealth Advisors’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
Q2 		$13.7M Sell
473,585
-911
-0.2% -$25.5K 5.64% 7
2026
Q1 		$11.9M Sell
474,496
-1,118
-0.2% -$29.3K 5.59% 7
2025
Q4 		$12.5M Sell
475,614
-4,134
-0.9% -$108K 5.31% 7
2025
Q3 		$12.3M Hold
479,748
– – 5.32% 7
2025
Q2 		$11.4M Hold
479,748
– – 5.21% 7
2025
Q1 		$10.3M Hold
479,748
– – 5.53% 7
2024
Q4 		$10.9M Hold
479,748
– – 5.85% 5
2024
Q3 		$10.1M Hold
479,748
– – 6.04% 6
2024
Q2 		$10.1M Hold
479,748
– – 6.04% 6
2024
Q1 		$9.76M Hold
479,748
– – 5.91% 6
2023
Q4 		$8.9M Hold
479,748
– – 10.26% 1
2023
Q3 		$7.97M Hold
479,748
– – 8.75% 3
2023
Q2 		$8.27M Hold
479,748
– – 8.56% 3
2023
Q1 		$7.65M Hold
479,748
– – 8.37% 4
2022
Q4 		$7.17M Hold
479,748
– – 5.48% 6
2022
Q3 		$6.71M Hold
479,748
– – 5.44% 6
2022
Q2 		$7.07M Sell
479,748
-144
-0% -$2.31K 5.57% 4
2022
Q1 		$8.54M Hold
479,892
– – 5.85% 4
2021
Q4 		$9.04M Sell
479,892
-8,148
-2% -$150K 5.44% 4
2021
Q3 		$8.45M Sell
488,040
-5,238
-1% -$93.2K 5.7% 4
2021
Q2 		$8.57M Buy
+493,278
New +$8.35M 6.13% 4

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Motive Wealth Advisors's SCHB Position: Q2 2026 in Review

Motive Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.19% in Q2 2026, selling an estimated $25.5K and leaving 473,585 shares worth $13.7M. The position accounts for 5.64% of the portfolio, ranked #7.

Motive Wealth Advisors first reported a position in SCHB in Q2 2021 and has held it in 21 quarters since. 370 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Motive Wealth Advisors held 473,585 shares of Schwab US Broad Market ETF worth $13.7M as of Q2 2026.
  • Motive Wealth Advisors sold 911 Schwab US Broad Market ETF shares in Q2 2026, an estimated $25.5K.
  • Schwab US Broad Market ETF made up 5.64% of Motive Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Motive Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2021 and has held it in 21 quarters since.
  • 370 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.