Schwab U S Broad Market ETF shares owned by Motive Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Motive Wealth Advisors
from 13F filings
Historical chart of Motive Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Motive Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 160k | 62.87 |
| 2024-06-30 | $10M | 160k | 62.87 |
| 2024-03-31 | $9.8M | 160k | 61.05 |
| 2023-09-30 | $8.0M | 160k | 49.85 |
| 2023-06-30 | $8.3M | 160k | 51.70 |
| 2023-03-31 | $7.7M | 160k | 47.85 |
| 2022-12-31 | $7.2M | 160k | 44.81 |
| 2022-09-30 | $6.7M | 160k | 41.99 |
| 2022-06-30 | $7.1M | 160k | 44.19 |
| 2022-03-31 | $8.5M | 160k | 53.39 |
| 2021-12-31 | $9.0M | 80k | 113.01 |
| 2021-09-30 | $8.4M | 81k | 103.86 |
| 2021-06-30 | $8.6M | 82k | 104.27 |