Betterment LLC Schwab Intermediate Term Us Tr Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Betterment LLC holds 60,888 shares of SCHR stock, worth $1.5 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

60,888

Previous 25,854 135.51%

Holding current value

$1.5 Million

Previous $1.31 Million 13.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$24.19 - $50.58 $847,472 - $1.77 Million	35,034 Added 135.51%	60,888 $1.48 Million
Q3 2024 Nov 14, 2024	BUY	$48.4 - $50.91 $116,160 - $122,183	2,400 Added 10.23%	25,854 $1.31 Million
Q2 2024 Aug 14, 2024	BUY	$47.85 - $49.0 $692,150 - $708,785	14,465 Added 160.92%	23,454 $1.14 Million
Q1 2024 May 10, 2024	BUY	$48.64 - $49.88 $17,948 - $18,405	369 Added 4.28%	8,989 $440,000
Q4 2023 Feb 09, 2024	BUY	$47.09 - $49.87 $106,376 - $112,656	2,259 Added 35.51%	8,620 $428,000
Q3 2023 Nov 09, 2023	BUY	$47.78 - $49.59 $24,367 - $25,290	510 Added 8.72%	6,361 $304,000
Q2 2023 Aug 07, 2023	BUY	$49.25 - $50.96 $90,964 - $94,123	1,847 Added 46.13%	5,851 $288,000
Q1 2023 May 15, 2023	BUY	$48.55 - $50.78 $194,394 - $203,323	4,004 New	4,004 $202,000

Others Institutions Holding SCHR

# of Institutions

445

Shares Held

356M

Call Options Held

2.7K

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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