Betterment LLC
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Betterment LLC’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Betterment LLC’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$634K Buy
13,167
+2,099
+19% +$104K ﹤0.01% 434
2026
Q1 		$517K Buy
+11,068
New +$535K ﹤0.01% 431

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ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
BlackRock
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Betterment LLC's SCHC Position: Q2 2026 in Review

Betterment LLC increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 19% in Q2 2026, buying an estimated $104K and bringing the position to 13,167 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Betterment LLC first reported a position in SCHC in Q1 2026 and has held it in 2 quarters since. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Betterment LLC held 13,167 shares of Schwab International Small-Cap Equity ETF worth $634K as of Q2 2026.
  • Betterment LLC bought 2,099 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $104K.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #434 holding.
  • Betterment LLC first reported a position in Schwab International Small-Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.