MOTIVE WEALTH ADVISORS SCHB Holdings History
MOTIVE WEALTH ADVISORS's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, MOTIVE WEALTH ADVISORS held 479,748.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $11.43 Mil. This investment constitutes 5.21% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0.03% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2021Q2. And since then MOTIVE WEALTH ADVISORS has made 2 purchases of SCHB, at an average price of $32.03, for a total of 484,258.00 shares. In addition, there have been 3 sales at an average price of $53.83 for 4,510.00 shares. Based on historical transaction data and SCHB's current price of $24.48, MOTIVE WEALTH ADVISORS's estimated gain on his SCHB holdings is $-3.52 Mil, reflecting a -22.72% gain to date.
MOTIVE WEALTH ADVISORS SCHB ($24.48) Holding Chart
MOTIVE WEALTH ADVISORS SCHB ($24.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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