Betterment LLC Schwab Strategic Tr Us Broad M Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Betterment LLC holds 17,773,620 shares of SCHB stock, worth $420 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

17,773,620

Previous 6,055,329 193.52%

Holding current value

$420 Million

Previous $403 Million 0.16%

% of portfolio

0.97%

Previous 0.97%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $258 Million - $783 Million	11,718,291 Added 193.52%	17,773,620 $403 Million
Q3 2024 Nov 14, 2024	SELL	$59.93 - $66.52 $6.93 Million - $7.7 Million	-115,694 Reduced 1.87%	6,055,329 $403 Million
Q2 2024 Aug 14, 2024	SELL	$57.57 - $63.3 $8.36 Million - $9.2 Million	-145,289 Reduced 2.3%	6,171,023 $388 Million
Q1 2024 May 10, 2024	SELL	$54.61 - $61.05 $11 Million - $12.3 Million	-201,136 Reduced 3.09%	6,316,312 $386 Million
Q4 2023 Feb 09, 2024	SELL	$47.61 - $55.91 $10.4 Million - $12.2 Million	-217,757 Reduced 3.23%	6,517,448 $363 Million
Q3 2023 Nov 09, 2023	SELL	$49.59 - $53.57 $8.12 Million - $8.77 Million	-163,675 Reduced 2.37%	6,735,205 $336 Million
Q2 2023 Aug 07, 2023	SELL	$47.08 - $51.7 $10.1 Million - $11.1 Million	-215,517 Reduced 3.03%	6,898,880 $357 Million
Q1 2023 May 15, 2023	SELL	$44.47 - $49.23 $5.65 Million - $6.25 Million	-126,967 Reduced 1.75%	7,114,397 $340 Million
Q4 2022 Feb 13, 2023	SELL	$41.94 - $47.81 $7.23 Million - $8.24 Million	-172,364 Reduced 2.32%	7,241,364 $324 Million
Q2 2022 Aug 10, 2022	SELL	$42.93 - $53.98 $1.33 Million - $1.67 Million	-30,985 Reduced 0.42%	7,413,728 $328 Million
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $181 Million - $210 Million	3,686,885 Added 98.11%	7,444,713 $397 Million
Q4 2021 Feb 15, 2022	SELL	$51.87 - $56.86 $8.46 Million - $9.27 Million	-163,068 Reduced 4.16%	3,757,828 $425 Million
Q3 2021 Nov 15, 2021	SELL	$51.32 - $54.83 $7.98 Million - $8.53 Million	-155,493 Reduced 3.81%	3,920,896 $407 Million
Q2 2021 Aug 10, 2021	SELL	$48.92 - $52.14 $8.03 Million - $8.56 Million	-164,083 Reduced 3.87%	4,076,389 $425 Million
Q1 2021 Jun 01, 2021	SELL	$44.89 - $48.81 $12.6 Million - $13.7 Million	-281,644 Reduced 6.23%	4,240,472 $410 Million
Q4 2020 Feb 12, 2021	SELL	$39.03 - $45.5 $11.5 Million - $13.4 Million	-293,657 Reduced 6.1%	4,522,116 $411 Million
Q3 2020 Nov 10, 2020	SELL	$36.93 - $42.52 $18.4 Million - $21.2 Million	-498,954 Reduced 9.39%	4,815,773 $384 Million
Q2 2020 Aug 11, 2020	SELL	$28.84 - $38.49 $19.8 Million - $26.4 Million	-686,656 Reduced 11.44%	5,314,727 $390 Million
Q1 2020 May 14, 2020	SELL	$26.18 - $40.44 $13.3 Million - $20.6 Million	-509,746 Reduced 7.83%	6,001,383 $363 Million
Q4 2019 Jan 31, 2020	SELL	$34.47 - $38.58 $22.4 Million - $25.1 Million	-650,749 Reduced 9.09%	6,511,129 $501 Million
Q2 2019 Aug 14, 2019	BUY	N/A	359,130 Added 5.28%	7,161,878 $505 Million
Q1 2019 Apr 11, 2019	BUY	N/A	46,922 Added 0.69%	6,802,748 $463 Million
Q4 2018 Feb 06, 2019	BUY	N/A	3,570,450 Added 112.09%	6,755,826 $405 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-87,284 Reduced 2.67%	3,185,376 $224 Million
Q2 2018 Aug 13, 2018	BUY	N/A	304,333 Added 10.25%	3,272,660 $216 Million
Q1 2018 May 14, 2018	BUY	N/A	803,812 Added 37.14%	2,968,327 $190 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-58,892 Reduced 2.65%	2,164,515 $140 Million
Q3 2017 Nov 17, 2017	BUY	N/A	279 Added 0.01%	2,223,407 $135 Million
Q2 2017 Aug 14, 2017	BUY	N/A	2,223,128	2,223,128 $130 Million

Others Institutions Holding SCHB

# of Institutions

1,255

Shares Held

431M

Call Options Held

298K

Put Options Held

31.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.

Account