Motive Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$621K	Hold	16,854	–	–	0.26%	45
2026 Q1	$522K	Sell	16,854 -132	-0.8%	-$4.2K	0.25%	44
2025 Q4	$511K	Hold	16,986	–	–	0.22%	45
2025 Q3	$503K	Hold	16,986	–	–	0.22%	47
2025 Q2	$476K	Hold	16,986	–	–	0.22%	46
2025 Q1	$445K	Sell	16,986 -18,516	-52%	-$516K	0.24%	42
2024 Q4	$984K	Hold	35,502	–	–	0.53%	29
2024 Q3	$921K	Hold	35,502	–	–	0.55%	26
2024 Q2	$921K	Hold	35,502	–	–	0.55%	26
2024 Q1	$964K	Hold	35,502	–	–	0.58%	25
2023 Q4	$891K	Sell	35,502 -3,000	-8%	-$68.7K	1.03%	19
2023 Q3	$869K	Sell	38,502 -9,420	-20%	-$223K	0.95%	20
2023 Q2	$1.13M	Hold	47,922	–	–	1.17%	19
2023 Q1	$1.08M	Hold	47,922	–	–	1.19%	20
2022 Q4	$1.05M	Hold	47,922	–	–	0.8%	22
2022 Q3	$967K	Sell	47,922 -96	-0.2%	-$2.14K	0.78%	25
2022 Q2	$1M	Hold	48,018	–	–	0.79%	27
2022 Q1	$1.21M	Hold	48,018	–	–	0.83%	30
2021 Q4	$1.29M	Sell	48,018 -51	-0.1%	-$1.36K	0.77%	28
2021 Q3	$1.23M	Hold	48,069	–	–	0.83%	27
2021 Q2	$1.25M	Buy	+48,069	New	+$1.24M	0.9%	21

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

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

Motive Wealth Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 16,854 shares worth $621K. The position accounts for 0.26% of the portfolio, ranked #45.

Motive Wealth Advisors first reported a position in SCHM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.29M in Q4 2021. 285 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Motive Wealth Advisors held 16,854 shares of Schwab US Mid-Cap ETF worth $621K as of Q2 2026.
Motive Wealth Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.26% of Motive Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Motive Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
Motive Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $1.29M in Q4 2021.
285 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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