Betterment LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.2M | Buy |
1,551,114
+305,084
| +24% | +$7.72M | 0.08% | 70 |
|
|
2025
Q1 | $29.2M | Buy |
1,246,030
+802,626
| +181% | +$18.8M | 0.07% | 71 |
|
|
2024
Q4 | $11.5M | Buy |
443,404
+295,047
| +199% | +$7.63M | 0.03% | 103 |
|
|
2024
Q3 | $7.64M | Buy |
148,357
+45,623
| +44% | +$2.35M | 0.02% | 115 |
|
|
2024
Q2 | $4.88M | Buy |
102,734
+70,269
| +216% | +$3.33M | 0.01% | 120 |
|
|
2024
Q1 | $1.6M | Buy |
32,465
+26,053
| +406% | +$1.28M | ﹤0.01% | 166 |
|
|
2023
Q4 | $303K | Sell |
6,412
-597
| -9% | -$28.2K | ﹤0.01% | 277 |
|
|
2023
Q3 | $290K | Sell |
7,009
-834
| -11% | -$34.5K | ﹤0.01% | 259 |
|
|
2023
Q2 | $344K | Buy |
7,843
+1,789
| +30% | +$78.5K | ﹤0.01% | 235 |
|
|
2023
Q1 | $254K | Sell |
6,054
-1,095
| -15% | -$45.9K | ﹤0.01% | 243 |
|
|
2022
Q4 | $290K | Buy |
+7,149
| New | +$290K | ﹤0.01% | 225 |
|
|
2022
Q2 | – | Sell |
-5,008
| Closed | -$237K | – | 237 |
|
|
2022
Q1 | $237K | Buy |
5,008
+2,334
| +87% | +$110K | ﹤0.01% | 214 |
|
|
2021
Q4 | $274K | Buy |
2,674
+41
| +2% | +$4.2K | ﹤0.01% | 187 |
|
|
2021
Q3 | $264K | Buy |
+2,633
| New | +$264K | ﹤0.01% | 177 |
|