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Disclosery

MOTIVE WEALTH ADVISORS: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOTIVE WEALTH ADVISORS on SCHB, newest first. How the timeline and the estimate are built.

MOTIVE WEALTH ADVISORS held 473,585 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 473,585 shares
    Change vs previous 13F -911 shares

    5.64% of the 13F portfolio, value $13,715,022.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 474,496 shares
    Change vs previous 13F -1,118 shares

    5.59% of the 13F portfolio, value $11,909,850.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 475,614 shares
    Change vs previous 13F -4,134 shares

    5.31% of the 13F portfolio, value $12,475,355.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 479,748 shares
    Change vs previous 13F 0 shares

    5.32% of the 13F portfolio, value $12,334,321.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 479,748 shares
    Change vs previous 13F 0 shares

    5.21% of the 13F portfolio, value $11,432,395.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 479,748 shares
    Change vs previous 13F 0 shares

    5.53% of the 13F portfolio, value $10,328,974.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 479,748 shares
    Change vs previous 13F +319,832 shares

    5.85% of the 13F portfolio, value $10,890,280.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 159,916 shares
    Change vs previous 13F not available

    6.04% of the 13F portfolio, value $10,053,919.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).