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

SFG

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

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 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. 460 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.
460 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.