Betterment LLC Schwab Strategic U.S. Reit ETF Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Betterment LLC holds 582,627 shares of SCHH stock, worth $12.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

582,627

Previous 547,563 6.4%

Holding current value

$12.5 Million

Previous $12.7 Million 3.29%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$20.55 - $23.26 $720,565 - $815,588	35,064 Added 6.4%	582,627 $12.3 Million
Q3 2024 Nov 14, 2024	BUY	$19.78 - $23.53 $324,035 - $385,468	16,382 Added 3.08%	547,563 $12.7 Million
Q2 2024 Aug 14, 2024	SELL	$18.53 - $20.2 $491,545 - $535,845	-26,527 Reduced 4.76%	531,181 $10.6 Million
Q1 2024 May 10, 2024	BUY	$19.39 - $20.93 $1.17 Million - $1.27 Million	60,525 Added 12.17%	557,708 $11.3 Million
Q4 2023 Feb 09, 2024	SELL	$16.76 - $20.95 $237,707 - $297,133	-14,183 Reduced 2.77%	497,183 $10.3 Million
Q3 2023 Nov 09, 2023	BUY	$17.52 - $20.27 $649,343 - $751,267	37,063 Added 7.81%	511,366 $9.08 Million
Q2 2023 Aug 07, 2023	SELL	$18.34 - $19.64 $167,095 - $178,940	-9,111 Reduced 1.88%	474,303 $9.26 Million
Q1 2023 May 15, 2023	SELL	$18.01 - $21.78 $200,379 - $242,324	-11,126 Reduced 2.25%	483,414 $9.43 Million
Q4 2022 Feb 13, 2023	BUY	$17.68 - $20.46 $1.44 Million - $1.67 Million	81,661 Added 19.78%	494,540 $9.54 Million
Q2 2022 Aug 10, 2022	BUY	$20.18 - $25.97 $603,079 - $776,113	29,885 Added 7.8%	412,879 $8.71 Million
Q1 2022 May 16, 2022	BUY	$22.75 - $26.16 $5.35 Million - $6.16 Million	235,365 Added 159.43%	382,994 $9.53 Million
Q4 2021 Feb 15, 2022	BUY	$22.99 - $26.35 $746,531 - $855,637	32,472 Added 28.2%	147,629 $7.78 Million
Q3 2021 Nov 15, 2021	BUY	$22.84 - $24.92 $879,979 - $960,117	38,528 Added 50.28%	115,157 $5.26 Million
Q2 2021 Aug 10, 2021	BUY	$20.92 - $23.68 $499,862 - $565,809	23,894 Added 45.31%	76,629 $3.51 Million
Q1 2021 Jun 01, 2021	BUY	$18.25 - $20.79 $292,109 - $332,764	16,006 Added 43.58%	52,735 $2.17 Million
Q4 2020 Feb 12, 2021	SELL	$17.04 - $19.33 $7,446 - $8,447	-437 Reduced 1.18%	36,729 $1.4 Million
Q3 2020 Nov 10, 2020	BUY	$16.99 - $18.73 $18,926 - $20,865	1,114 Added 3.09%	37,166 $1.32 Million
Q2 2020 Aug 11, 2020	BUY	$14.77 - $20.35 $74,603 - $102,787	5,051 Added 16.29%	36,052 $1.27 Million
Q1 2020 May 14, 2020	SELL	$13.54 - $24.27 $81,497 - $146,081	-6,019 Reduced 16.26%	31,001 $1.02 Million
Q4 2019 Jan 31, 2020	BUY	$22.24 - $24.07 $405,257 - $438,603	18,222 Added 96.94%	37,020 $1.7 Million
Q2 2019 Aug 14, 2019	BUY	N/A	3,233 Added 20.77%	18,798 $835,000
Q1 2019 Apr 11, 2019	BUY	N/A	9,738 Added 167.12%	15,565 $692,000
Q4 2018 Feb 06, 2019	BUY	N/A	5,827 New	5,827 $224,000
Q3 2018 Nov 14, 2018	SELL	N/A	-6,632 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	6,632 New	6,632 $277,000

Others Institutions Holding SCHH

# of Institutions

550

Shares Held

184M

Call Options Held

21.9K

Put Options Held

86.1K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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