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Disclosery

MOTIVE WEALTH ADVISORS: SCHX position timeline

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

MOTIVE WEALTH ADVISORS held 18,016 SCHX 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 18,016 shares
    Change vs previous 13F -2,204 shares

    0.22% of the 13F portfolio, value $530,211.

    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 20,220 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $518,441.

    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 20,220 shares
    Change vs previous 13F -462 shares

    0.23% of the 13F portfolio, value $544,120.

    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 20,682 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $544,764.

    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 20,682 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $505,468.

    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 20,682 shares
    Change vs previous 13F -522 shares

    0.24% of the 13F portfolio, value $456,659.

    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 21,204 shares
    Change vs previous 13F +14,136 shares

    0.26% of the 13F portfolio, value $491,509.

    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 7,068 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $454,119.

    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).