Motive Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Motive Wealth Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$399K	Sell	11,012 -807	-7%	-$28.8K	0.16%	60
2026 Q1	$389K	Sell	11,819 -1,877	-14%	-$64.1K	0.18%	53
2025 Q4	$449K	Sell	13,696 -1,740	-11%	-$58K	0.19%	48
2025 Q3	$515K	Sell	15,436 -509	-3%	-$16K	0.22%	44
2025 Q2	$481K	Hold	15,945	–	–	0.22%	45
2025 Q1	$440K	Hold	15,945	–	–	0.24%	43
2024 Q4	$425K	Hold	15,945	–	–	0.23%	46
2024 Q3	$423K	Hold	15,945	–	–	0.25%	42
2024 Q2	$423K	Hold	15,945	–	–	0.25%	42
2024 Q1	$403K	Buy	15,945 +2,300	+17%	+$56.5K	0.24%	44
2023 Q4	$338K	Hold	13,645	–	–	0.39%	33
2023 Q3	$327K	Sell	13,645 -183	-1%	-$4.53K	0.36%	36
2023 Q2	$341K	Sell	13,828 -193	-1%	-$4.72K	0.35%	37
2023 Q1	$344K	Sell	14,021 -2,390	-15%	-$59.2K	0.38%	34
2022 Q4	$388K	Sell	16,411 -1,408	-8%	-$32.8K	0.3%	37
2022 Q3	$399K	Sell	17,819 -4,775	-21%	-$118K	0.32%	35
2022 Q2	$573K	Buy	22,594 +1,231	+6%	+$32.2K	0.45%	41
2022 Q1	$593K	Buy	21,363 +4,773	+29%	+$138K	0.41%	48
2021 Q4	$491K	Sell	16,590 -110	-0.7%	-$3.36K	0.3%	57
2021 Q3	$509K	Sell	16,700 -7	-0%	-$219	0.34%	53
2021 Q2	$549K	Buy	+16,707	New	+$542K	0.39%	54

Other funds holding SCHE

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

BWM

Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Motive Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.8% in Q2 2026, selling an estimated $28.8K and leaving 11,012 shares worth $399K. The position accounts for 0.16% of the portfolio, ranked #60.

Motive Wealth Advisors first reported a position in SCHE in Q2 2021 and has held it in 21 quarters since. The position peaked at $593K in Q1 2022. 246 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Motive Wealth Advisors held 11,012 shares of Schwab Emerging Markets Equity ETF worth $399K as of Q2 2026.
Motive Wealth Advisors sold 807 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $28.8K.
Schwab Emerging Markets Equity ETF made up 0.16% of Motive Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Motive Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and has held it in 21 quarters since.
Motive Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $593K in Q1 2022.
246 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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