Betterment LLC’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401M | Sell |
16,827,398
-426,704
| -2% | -$10.2M | 0.85% | 24 |
|
|
2025
Q1 | $371M | Sell |
17,254,102
-519,518
| -3% | -$11.2M | 0.88% | 24 |
|
|
2024
Q4 | $403M | Buy |
17,773,620
+11,718,291
| +194% | +$266M | 0.96% | 22 |
|
|
2024
Q3 | $403M | Sell |
6,055,329
-115,694
| -2% | -$7.7M | 0.96% | 21 |
|
|
2024
Q2 | $388M | Sell |
6,171,023
-145,289
| -2% | -$9.13M | 1.01% | 20 |
|
|
2024
Q1 | $386M | Sell |
6,316,312
-201,136
| -3% | -$12.3M | 1.03% | 20 |
|
|
2023
Q4 | $363M | Sell |
6,517,448
-217,757
| -3% | -$12.1M | 1.04% | 16 |
|
|
2023
Q3 | $336M | Sell |
6,735,205
-163,675
| -2% | -$8.16M | 1.06% | 16 |
|
|
2023
Q2 | $357M | Sell |
6,898,880
-215,517
| -3% | -$11.1M | 1.11% | 16 |
|
|
2023
Q1 | $340M | Sell |
7,114,397
-126,967
| -2% | -$6.08M | 1.1% | 17 |
|
|
2022
Q4 | $324M | Sell |
7,241,364
-172,364
| -2% | -$7.72M | 1.11% | 18 |
|
|
2022
Q3 | $328M | Hold |
7,413,728
| – | – | 1.17% | 19 |
|
|
2022
Q2 | $328M | Sell |
7,413,728
-30,985
| -0.4% | -$1.37M | 1.17% | 19 |
|
|
2022
Q1 | $397M | Buy |
7,444,713
+3,686,885
| +98% | +$197M | 1.26% | 18 |
|
|
2021
Q4 | $425M | Sell |
3,757,828
-163,068
| -4% | -$18.4M | 1.32% | 16 |
|
|
2021
Q3 | $407M | Sell |
3,920,896
-155,493
| -4% | -$16.1M | 1.36% | 17 |
|
|
2021
Q2 | $425M | Sell |
4,076,389
-164,083
| -4% | -$17.1M | 1.45% | 16 |
|
|
2021
Q1 | $410M | Sell |
4,240,472
-281,644
| -6% | -$27.2M | 1.54% | 16 |
|
|
2020
Q4 | $411M | Sell |
4,522,116
-293,657
| -6% | -$26.7M | 1.72% | 15 |
|
|
2020
Q3 | $384M | Sell |
4,815,773
-498,954
| -9% | -$39.7M | 1.88% | 14 |
|
|
2020
Q2 | $390M | Sell |
5,314,727
-686,656
| -11% | -$50.4M | 2.08% | 14 |
|
|
2020
Q1 | $363M | Sell |
6,001,383
-509,746
| -8% | -$30.8M | 2.25% | 13 |
|
|
2019
Q4 | $501M | Sell |
6,511,129
-650,749
| -9% | -$50M | 2.59% | 12 |
|
|
2019
Q3 | $505M | Hold |
7,161,878
| – | – | 2.86% | 10 |
|
|
2019
Q2 | $505M | Buy |
7,161,878
+359,130
| +5% | +$25.3M | 2.86% | 10 |
|
|
2019
Q1 | $463M | Buy |
6,802,748
+46,922
| +0.7% | +$3.19M | 2.8% | 11 |
|
|
2018
Q4 | $405M | Buy |
6,755,826
+3,570,450
| +112% | +$214M | 2.84% | 11 |
|
|
2018
Q3 | $224M | Sell |
3,185,376
-87,284
| -3% | -$6.14M | 1.47% | 15 |
|
|
2018
Q2 | $216M | Buy |
3,272,660
+304,333
| +10% | +$20.1M | 1.53% | 15 |
|
|
2018
Q1 | $190M | Buy |
2,968,327
+803,812
| +37% | +$51.5M | 1.38% | 15 |
|
|
2017
Q4 | $140M | Sell |
2,164,515
-58,892
| -3% | -$3.8M | 1.12% | 16 |
|
|
2017
Q3 | $135M | Buy |
2,223,407
+279
| +0% | +$17K | 1.24% | 16 |
|
|
2017
Q2 | $130M | Sell |
2,223,128
-58,514
| -3% | -$3.42M | 1.36% | 16 |
|
|
2017
Q1 | $130M | Sell |
2,281,642
-148,500
| -6% | -$8.47M | 1.57% | 14 |
|
|
2016
Q4 | $132M | Buy |
2,430,142
+261,779
| +12% | +$14.2M | 1.94% | 14 |
|
|
2016
Q3 | $113M | Buy |
2,168,363
+111,130
| +5% | +$5.81M | 1.9% | 15 |
|
|
2016
Q2 | $103M | Buy |
2,057,233
+159,346
| +8% | +$8.02M | 2.11% | 14 |
|
|
2016
Q1 | $93.5M | Buy |
1,897,887
+630,062
| +50% | +$31M | 2.33% | 11 |
|
|
2015
Q4 | $62.2M | Buy |
1,267,825
+207,385
| +20% | +$10.2M | 1.91% | 13 |
|
|
2015
Q3 | $49.2M | Buy |
1,060,440
+516,067
| +95% | +$23.9M | 1.87% | 14 |
|
|
2015
Q2 | $27.3M | Buy |
544,373
+192,652
| +55% | +$9.68M | 1.17% | 17 |
|
|
2015
Q1 | $17.8M | Buy |
351,721
+109,805
| +45% | +$5.54M | 1.03% | 17 |
|
|
2014
Q4 | $12.1M | Buy |
+241,916
| New | +$12.1M | 1.05% | 18 |
|