Betterment LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.2M | Buy |
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|
2025
Q1 | $29.2M | Buy |
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|
2024
Q4 | $11.5M | Buy |
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|
2024
Q3 | $7.64M | Buy |
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|
2024
Q2 | $4.88M | Buy |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $274K | Buy |
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|
2021
Q3 | $264K | Buy |
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