Skip to content
Disclosery

MOTIVE WEALTH ADVISORS: SCHF position timeline

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

MOTIVE WEALTH ADVISORS held 115,671 SCHF 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 115,671 shares
    Change vs previous 13F -5,364 shares

    1.32% of the 13F portfolio, value $3,204,087.

    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 121,035 shares
    Change vs previous 13F -2,271 shares

    1.41% of the 13F portfolio, value $2,995,616.

    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 123,306 shares
    Change vs previous 13F -4,684 shares

    1.26% of the 13F portfolio, value $2,964,276.

    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 127,990 shares
    Change vs previous 13F -3,930 shares

    1.28% of the 13F portfolio, value $2,979,607.

    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 131,920 shares
    Change vs previous 13F -15,000 shares

    1.33% of the 13F portfolio, value $2,915,432.

    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 146,920 shares
    Change vs previous 13F 0 shares

    1.55% of the 13F portfolio, value $2,906,078.

    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 146,920 shares
    Change vs previous 13F +73,460 shares

    1.46% of the 13F portfolio, value $2,718,020.

    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 73,460 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,822,333.

    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).