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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $395M | Sell |
15,717,854
-438,408
| -3% | -$11.5M | 0.75% | 24 |
|
|
2025
Q4 | $424M | Sell |
16,156,262
-347,851
| -2% | -$9.06M | 0.81% | 24 |
|
|
2025
Q3 | $424M | Sell |
16,504,113
-323,285
| -2% | -$8M | 0.84% | 24 |
|
|
2025
Q2 | $401M | Sell |
16,827,398
-426,704
| -2% | -$9.4M | 0.85% | 24 |
|
|
2025
Q1 | $371M | Sell |
17,254,102
-519,518
| -3% | -$11.8M | 0.88% | 24 |
|
|
2024
Q4 | $403M | Sell |
17,773,620
-392,367
| -2% | -$8.96M | 0.96% | 22 |
|
|
2024
Q3 | $403M | Sell |
18,165,987
-347,082
| -2% | -$7.41M | 0.96% | 21 |
|
|
2024
Q2 | $388M | Sell |
18,513,069
-435,867
| -2% | -$8.83M | 1.01% | 20 |
|
|
2024
Q1 | $386M | Sell |
18,948,936
-603,408
| -3% | -$11.7M | 1.03% | 20 |
|
|
2023
Q4 | $363M | Sell |
19,552,344
-653,271
| -3% | -$11.3M | 1.04% | 16 |
|
|
2023
Q3 | $336M | Sell |
20,205,615
-491,025
| -2% | -$8.5M | 1.06% | 16 |
|
|
2023
Q2 | $357M | Sell |
20,696,640
-646,551
| -3% | -$10.5M | 1.11% | 16 |
|
|
2023
Q1 | $340M | Sell |
21,343,191
-380,901
| -2% | -$5.96M | 1.1% | 17 |
|
|
2022
Q4 | $324M | Sell |
21,724,092
-517,092
| -2% | -$7.77M | 1.11% | 18 |
|
|
2022
Q3 | $328M | Hold |
22,241,184
| – | – | 1.17% | 19 |
|
|
2022
Q2 | $328M | Sell |
22,241,184
-92,955
| -0.4% | -$1.49M | 1.17% | 19 |
|
|
2022
Q1 | $397M | Sell |
22,334,139
-212,829
| -0.9% | -$3.74M | 1.26% | 18 |
|
|
2021
Q4 | $425M | Sell |
22,546,968
-978,408
| -4% | -$18M | 1.32% | 16 |
|
|
2021
Q3 | $407M | Sell |
23,525,376
-932,958
| -4% | -$16.6M | 1.36% | 17 |
|
|
2021
Q2 | $425M | Sell |
24,458,334
-984,498
| -4% | -$16.7M | 1.45% | 16 |
|
|
2021
Q1 | $410M | Sell |
25,442,832
-1,689,864
| -6% | -$26.6M | 1.54% | 16 |
|
|
2020
Q4 | $411M | Sell |
27,132,696
-1,761,942
| -6% | -$25.1M | 1.72% | 15 |
|
|
2020
Q3 | $384M | Sell |
28,894,638
-2,993,724
| -9% | -$39.4M | 1.88% | 14 |
|
|
2020
Q2 | $390M | Sell |
31,888,362
-4,119,936
| -11% | -$47.5M | 2.08% | 14 |
|
|
2020
Q1 | $363M | Sell |
36,008,298
-3,058,476
| -8% | -$37M | 2.25% | 13 |
|
|
2019
Q4 | $501M | Sell |
39,066,774
-3,904,494
| -9% | -$47.9M | 2.59% | 12 |
|
|
2019
Q3 | $505M | Hold |
42,971,268
| – | – | 2.86% | 10 |
|
|
2019
Q2 | $505M | Buy |
42,971,268
+2,154,780
| +5% | +$24.9M | 2.86% | 10 |
|
|
2019
Q1 | $463M | Buy |
40,816,488
+281,532
| +0.7% | +$3.07M | 2.8% | 11 |
|
|
2018
Q4 | $405M | Buy |
40,534,956
+21,422,700
| +112% | +$232M | 2.84% | 11 |
|
|
2018
Q3 | $224M | Sell |
19,112,256
-523,704
| -3% | -$6.04M | 1.47% | 15 |
|
|
2018
Q2 | $216M | Buy |
19,635,960
+1,825,998
| +10% | +$20M | 1.53% | 15 |
|
|
2018
Q1 | $190M | Buy |
17,809,962
+4,822,872
| +37% | +$53M | 1.38% | 15 |
|
|
2017
Q4 | $140M | Sell |
12,987,090
-353,352
| -3% | -$3.71M | 1.12% | 16 |
|
|
2017
Q3 | $135M | Buy |
13,340,442
+1,674
| +0% | +$16.6K | 1.24% | 16 |
|
|
2017
Q2 | $130M | Sell |
13,338,768
-351,084
| -3% | -$3.39M | 1.36% | 16 |
|
|
2017
Q1 | $130M | Sell |
13,689,852
-891,000
| -6% | -$8.36M | 1.57% | 14 |
|
|
2016
Q4 | $132M | Buy |
14,580,852
+1,570,674
| +12% | +$13.8M | 1.94% | 14 |
|
|
2016
Q3 | $113M | Buy |
13,010,178
+666,780
| +5% | +$5.79M | 1.9% | 15 |
|
|
2016
Q2 | $103M | Buy |
12,343,398
+956,076
| +8% | +$7.94M | 2.11% | 14 |
|
|
2016
Q1 | $93.5M | Buy |
11,387,322
+3,780,372
| +50% | +$29.4M | 2.33% | 11 |
|
|
2015
Q4 | $62.2M | Buy |
7,606,950
+1,244,310
| +20% | +$10.3M | 1.91% | 13 |
|
|
2015
Q3 | $49.2M | Buy |
6,362,640
+3,096,402
| +95% | +$25.4M | 1.87% | 14 |
|
|
2015
Q2 | $27.3M | Buy |
3,266,238
+1,155,912
| +55% | +$9.88M | 1.17% | 17 |
|
|
2015
Q1 | $17.8M | Buy |
2,110,326
+658,830
| +45% | +$5.51M | 1.03% | 17 |
|
|
2014
Q4 | $12.1M | Buy |
+1,451,496
| New | +$11.8M | 1.05% | 18 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM
HDIM