Ownership history in Betterment LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in SCHWAB STRATEGIC TR (SCHX). 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 | ADDED | 18,148,928 | +64,308 | +0.4% | 0.93% | $488.4M | $26.91 |
| 2025 Q3 | REDUCED | 18,084,620 | -664,551 | -3.5% | 0.94% | $476.3M | $26.26 |
| 2025 Q2 | ADDED | 18,749,171 | +5,524,085 | +41.8% | 0.98% | $458.2M | $24.30 |
| 2025 Q1 | ADDED | 13,225,086 | +7,201,786 | +119.6% | 0.69% | $292.0M | $21.89 |
| 2024 Q4 | ADDED | 6,023,300 | +4,035,505 | +203.0% | 0.33% | $139.6M | $22.91 |
| 2024 Q3 | ADDED | 1,987,795 | +994,809 | +100.2% | 0.32% | $134.9M | $22.28 |
| 2024 Q2 | ADDED | 992,986 | +755,956 | +318.9% | 0.17% | $63.8M | $21.03 |
| 2024 Q1 | ADDED | 237,030 | +78,883 | +49.9% | 0.04% | $14.7M | $20.25 |
| 2023 Q4 | REDUCED | 158,147 | -6,505 | -4.0% | 0.03% | $8.9M | $18.35 |
| 2023 Q3 | ADDED | 164,652 | +13,530 | +9.0% | 0.03% | $8.3M | $16.39 |
As of 2025 Q4 — sorted by position size