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 |
| 2024 Q4 | ADDED | 24,550,119 | +12,054,059 | +96.5% | 1.08% | $454.2M | $17.87 |
| 2024 Q3 | REDUCED | 12,496,060 | -220,763 | -1.7% | 1.23% | $513.8M | $19.43 |
| 2024 Q2 | REDUCED | 12,716,823 | -414,020 | -3.2% | 1.27% | $488.6M | $18.15 |
| 2024 Q1 | REDUCED | 13,130,843 | -1,087,190 | -7.6% | 1.37% | $512.4M | $18.26 |
| 2023 Q4 | REDUCED | 14,218,033 | -466,491 | -3.2% | 1.51% | $525.5M | $17.30 |
| 2023 Q3 | REDUCED | 14,684,524 | -418,776 | -2.8% | 1.58% | $498.7M | $15.58 |
As of 2025 Q4 — sorted by position size