Motive Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$530K	Sell	18,016 -2,204	-11%	-$62.9K	0.22%	51
2026 Q1	$518K	Hold	20,220	–	–	0.24%	45
2025 Q4	$544K	Sell	20,220 -462	-2%	-$12.3K	0.23%	43
2025 Q3	$545K	Hold	20,682	–	–	0.23%	42
2025 Q2	$505K	Hold	20,682	–	–	0.23%	44
2025 Q1	$457K	Sell	20,682 -522	-2%	-$12.2K	0.24%	41
2024 Q4	$492K	Hold	21,204	–	–	0.26%	41
2024 Q3	$454K	Hold	21,204	–	–	0.27%	41
2024 Q2	$454K	Hold	21,204	–	–	0.27%	41
2024 Q1	$439K	Hold	21,204	–	–	0.27%	41
2023 Q4	$399K	Hold	21,204	–	–	0.46%	28
2023 Q3	$358K	Hold	21,204	–	–	0.39%	35
2023 Q2	$370K	Sell	21,204 -2,916	-12%	-$48.1K	0.38%	32
2023 Q1	$389K	Hold	24,120	–	–	0.43%	31
2022 Q4	$363K	Hold	24,120	–	–	0.28%	40
2022 Q3	$340K	Hold	24,120	–	–	0.28%	43
2022 Q2	$359K	Hold	24,120	–	–	0.28%	54
2022 Q1	$433K	Hold	24,120	–	–	0.3%	59
2021 Q4	$458K	Hold	24,120	–	–	0.28%	60
2021 Q3	$418K	Hold	24,120	–	–	0.28%	58
2021 Q2	$418K	Buy	+24,120	New	+$407K	0.3%	57

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Motive Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q2 2026, selling an estimated $62.9K and leaving 18,016 shares worth $530K. The position accounts for 0.22% of the portfolio, ranked #51.

Motive Wealth Advisors first reported a position in SCHX in Q2 2021 and has held it in 21 quarters since. The position peaked at $545K in Q3 2025. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Motive Wealth Advisors held 18,016 shares of Schwab US Large- Cap ETF worth $530K as of Q2 2026.
Motive Wealth Advisors sold 2,204 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $62.9K.
Schwab US Large- Cap ETF made up 0.22% of Motive Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Motive Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 21 quarters since.
Motive Wealth Advisors's Schwab US Large- Cap ETF position peaked at $545K in Q3 2025.
1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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