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Disclosery

MOTIVE WEALTH ADVISORS: SCHE position timeline

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

MOTIVE WEALTH ADVISORS held 11,012 SCHE 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 11,012 shares
    Change vs previous 13F -807 shares

    0.16% of the 13F portfolio, value $399,295.

    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 11,819 shares
    Change vs previous 13F -1,877 shares

    0.18% of the 13F portfolio, value $389,436.

    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 13,696 shares
    Change vs previous 13F -1,740 shares

    0.19% of the 13F portfolio, value $448,544.

    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 15,436 shares
    Change vs previous 13F -509 shares

    0.22% of the 13F portfolio, value $515,099.

    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 15,945 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $480,582.

    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 15,945 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $439,604.

    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 15,945 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $424,615.

    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 15,945 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $423,499.

    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).