Betterment LLC
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Betterment LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Betterment LLC’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.4M Sell
1,753,579
-86,317
-5% -$2.85M 0.11% 66
2026
Q1 		$53.5M Buy
1,839,896
+143,145
+8% +$4.29M 0.1% 67
2025
Q4 		$48.3M Buy
1,696,751
+163,626
+11% +$4.62M 0.09% 69
2025
Q3 		$42.8M Sell
1,533,125
-17,989
-1% -$481K 0.08% 70
2025
Q2 		$39.2M Buy
1,551,114
+305,084
+24% +$7.21M 0.08% 70
2025
Q1 		$29.2M Buy
1,246,030
+802,626
+181% +$20.5M 0.07% 71
2024
Q4 		$11.5M Buy
443,404
+146,690
+49% +$3.9M 0.03% 103
2024
Q3 		$7.64M Buy
296,714
+91,246
+44% +$2.27M 0.02% 115
2024
Q2 		$4.88M Buy
205,468
+140,538
+216% +$3.33M 0.01% 120
2024
Q1 		$1.6M Buy
64,930
+52,106
+406% +$1.22M ﹤0.01% 166
2023
Q4 		$303K Sell
12,824
-1,194
-9% -$25.2K ﹤0.01% 277
2023
Q3 		$290K Sell
14,018
-1,668
-11% -$36.6K ﹤0.01% 259
2023
Q2 		$344K Buy
15,686
+3,578
+30% +$74.6K ﹤0.01% 235
2023
Q1 		$254K Sell
12,108
-2,190
-15% -$47.1K ﹤0.01% 243
2022
Q4 		$290K Buy
+14,298
New +$293K ﹤0.01% 225
2022
Q2 		– Sell
-10,016
Closed -$237K – 237
2022
Q1 		$237K Sell
10,016
-680
-6% -$16.1K ﹤0.01% 214
2021
Q4 		$274K Buy
10,696
+164
+2% +$4.24K ﹤0.01% 187
2021
Q3 		$264K Buy
+10,532
New +$267K ﹤0.01% 177

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Betterment LLC's SCHA Position: Q2 2026 in Review

Betterment LLC reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.7% in Q2 2026, selling an estimated $2.85M and leaving 1,753,579 shares worth $63.4M. The position accounts for 0.11% of the portfolio, ranked #66.

Betterment LLC first reported a position in SCHA in Q3 2021 and has held it in 18 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Betterment LLC held 1,753,579 shares of Schwab U.S Small- Cap ETF worth $63.4M as of Q2 2026.
  • Betterment LLC sold 86,317 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.85M.
  • Schwab U.S Small- Cap ETF made up 0.11% of Betterment LLC's portfolio in Q2 2026, its #66 holding.
  • Betterment LLC first reported a position in Schwab U.S Small- Cap ETF in Q3 2021 and has held it in 18 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.