Ownership history in Betterment LLC · 45 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in SCHWAB STRATEGIC TR (SCHF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 21,860,498 | -512,447 | -2.3% | 1.00% | $525.5M | $24.04 |
| 2025 Q3 | REDUCED | 22,372,945 | -569,196 | -2.5% | 1.03% | $520.8M | $22.63 |
| 2025 Q2 | REDUCED | 22,942,141 | -653,434 | -2.8% | 1.08% | $507.0M | $21.49 |
| 2025 Q1 | REDUCED | 23,595,575 | -954,544 | -3.9% | 1.11% | $466.7M | $19.10 |
As of 2025 Q4 — sorted by position size