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Motive Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Motive Wealth Advisors’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.2M Sell
115,671
-5,364
-4% -$145K 1.32% 20
2026
Q1 		$3M Sell
121,035
-2,271
-2% -$57.8K 1.41% 20
2025
Q4 		$2.96M Sell
123,306
-4,684
-4% -$111K 1.26% 21
2025
Q3 		$2.98M Sell
127,990
-3,930
-3% -$88.8K 1.28% 21
2025
Q2 		$2.92M Sell
131,920
-15,000
-10% -$312K 1.33% 21
2025
Q1 		$2.91M Hold
146,920
– – 1.55% 19
2024
Q4 		$2.72M Hold
146,920
– – 1.46% 21
2024
Q3 		$2.82M Hold
146,920
– – 1.7% 18
2024
Q2 		$2.82M Hold
146,920
– – 1.7% 18
2024
Q1 		$2.87M Buy
146,920
+24,142
+20% +$451K 1.74% 16
2023
Q4 		$2.27M Hold
122,778
– – 2.62% 14
2023
Q3 		$2.08M Sell
122,778
-4,208
-3% -$74.3K 2.29% 15
2023
Q2 		$2.26M Sell
126,986
-2,502
-2% -$44.4K 2.34% 14
2023
Q1 		$2.25M Sell
129,488
-24,722
-16% -$423K 2.46% 14
2022
Q4 		$2.48M Buy
154,210
+20
+0% +$312 1.9% 17
2022
Q3 		$2.17M Sell
154,190
-29,252
-16% -$459K 1.76% 18
2022
Q2 		$2.88M Buy
183,442
+33,412
+22% +$569K 2.27% 14
2022
Q1 		$2.75M Buy
150,030
+20,674
+16% +$384K 1.89% 16
2021
Q4 		$2.51M Sell
129,356
-1,664
-1% -$32.7K 1.51% 18
2021
Q3 		$2.54M Sell
131,020
-38
-0% -$756 1.71% 18
2021
Q2 		$2.58M Buy
+131,058
New +$2.59M 1.85% 16

Other funds holding SCHF

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

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

Motive Wealth Advisors reduced its Schwab International Equity ETF (SCHF) stake by 4.4% in Q2 2026, selling an estimated $145K and leaving 115,671 shares worth $3.2M. The position accounts for 1.32% of the portfolio, ranked #20.

Motive Wealth Advisors first reported a position in SCHF in Q2 2021 and has held it in 21 quarters since. 439 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Motive Wealth Advisors held 115,671 shares of Schwab International Equity ETF worth $3.2M as of Q2 2026.
  • Motive Wealth Advisors sold 5,364 Schwab International Equity ETF shares in Q2 2026, an estimated $145K.
  • Schwab International Equity ETF made up 1.32% of Motive Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Motive Wealth Advisors first reported a position in Schwab International Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 439 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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