Betterment LLC’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401M | Sell |
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|
2025
Q1 | $371M | Sell |
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|
2024
Q4 | $403M | Sell |
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|
2024
Q3 | $403M | Sell |
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|
2024
Q2 | $388M | Sell |
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|
2024
Q1 | $386M | Sell |
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|
2023
Q4 | $363M | Sell |
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|
2023
Q3 | $336M | Sell |
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|
2023
Q2 | $357M | Sell |
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|
2023
Q1 | $340M | Sell |
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|
2022
Q4 | $324M | Sell |
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|
2022
Q3 | $328M | Hold |
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|
2022
Q2 | $328M | Sell |
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|
2022
Q1 | $397M | Sell |
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|
2021
Q4 | $425M | Sell |
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|
2021
Q3 | $407M | Sell |
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|
2021
Q2 | $425M | Sell |
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|
2021
Q1 | $410M | Sell |
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|
2020
Q4 | $411M | Sell |
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|
2020
Q3 | $384M | Sell |
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|
2020
Q2 | $390M | Sell |
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|
2020
Q1 | $363M | Sell |
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|
2019
Q4 | $501M | Sell |
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|
2019
Q3 | $505M | Hold |
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|
2019
Q2 | $505M | Buy |
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|
2019
Q1 | $463M | Buy |
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|
2018
Q4 | $405M | Buy |
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|
2018
Q3 | $224M | Sell |
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|
2018
Q2 | $216M | Buy |
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|
2018
Q1 | $190M | Buy |
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|
2017
Q4 | $140M | Sell |
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|
2017
Q3 | $135M | Buy |
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|
2017
Q2 | $130M | Sell |
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|
2017
Q1 | $130M | Sell |
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|
2016
Q4 | $132M | Buy |
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|
2016
Q3 | $113M | Buy |
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|
2016
Q2 | $103M | Buy |
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|
2016
Q1 | $93.5M | Buy |
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|
2015
Q4 | $62.2M | Buy |
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|
2015
Q3 | $49.2M | Buy |
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|
2015
Q2 | $27.3M | Buy |
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|
2015
Q1 | $17.8M | Buy |
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|
2014
Q4 | $12.1M | Buy |
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