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 (SCHB). 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 | 16,156,262 | -347,851 | -2.1% | 0.81% | $423.8M | $26.23 |
| 2025 Q3 | REDUCED | 16,504,113 | -323,285 | -1.9% | 0.84% | $424.3M | $25.63 |
| 2025 Q2 | REDUCED | 16,827,398 | -426,704 | -2.5% | 0.85% | $401.0M | $23.69 |
| 2025 Q1 | REDUCED | 17,254,102 | -519,518 | -2.9% | 0.88% | $371.5M | $21.34 |
| 2024 Q4 | ADDED | 17,773,620 | +11,718,291 | +193.5% | 0.96% | $403.5M | $22.43 |
| 2024 Q3 | REDUCED | 6,055,329 | -115,694 | -1.9% | 0.96% | $402.8M | $21.83 |
| 2024 Q2 | REDUCED | 6,171,023 | -145,289 | -2.3% | 1.01% | $388.0M | $20.57 |
| 2024 Q1 | REDUCED | 6,316,312 | -201,136 | -3.1% | 1.03% | $385.6M | $19.91 |
| 2023 Q4 | REDUCED | 6,517,448 | -217,757 | -3.2% | 1.04% | $362.8M | $18.10 |
| 2023 Q3 | REDUCED | 6,735,205 | -163,675 | -2.4% | 1.06% | $335.8M | $16.14 |
As of 2025 Q4 — sorted by position size