Betterment LLC
SCHD icon

Betterment LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Betterment LLC’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3M Buy
325,702
+54,522
+20% +$1.73M 0.02% 137
2026
Q1 		$8.32M Buy
271,180
+117,874
+77% +$3.58M 0.02% 148
2025
Q4 		$4.21M Buy
153,306
+47,638
+45% +$1.3M 0.01% 173
2025
Q3 		$2.88M Sell
105,668
-11,660
-10% -$318K 0.01% 197
2025
Q2 		$3.11M Sell
117,328
-28,521
-20% -$745K 0.01% 177
2025
Q1 		$4.08M Buy
145,849
+48,507
+50% +$1.35M 0.01% 158
2024
Q4 		$2.66M Buy
97,342
+4,516
+5% +$128K 0.01% 179
2024
Q3 		$2.62M Buy
92,826
+21,687
+30% +$591K 0.01% 161
2024
Q2 		$1.84M Buy
71,139
+8,349
+13% +$217K ﹤0.01% 179
2024
Q1 		$1.69M Buy
62,790
+19,176
+44% +$495K ﹤0.01% 165
2023
Q4 		$1.11M Sell
43,614
-7,629
-15% -$182K ﹤0.01% 170
2023
Q3 		$1.21M Sell
51,243
-9,042
-15% -$222K ﹤0.01% 145
2023
Q2 		$1.46M Buy
60,285
+38,331
+175% +$916K ﹤0.01% 128
2023
Q1 		$535K Buy
21,954
+6,915
+46% +$173K ﹤0.01% 192
2022
Q4 		$379K Buy
+15,039
New +$371K ﹤0.01% 208
2022
Q2 		– Sell
-18,543
Closed -$488K – 238
2022
Q1 		$488K Buy
18,543
+9,336
+101% +$244K ﹤0.01% 174
2021
Q4 		$248K Buy
9,207
+267
+3% +$6.94K ﹤0.01% 191
2021
Q3 		$221K Buy
8,940
+753
+9% +$19.1K ﹤0.01% 182
2021
Q2 		$206K Sell
8,187
-1,521
-16% -$38.4K ﹤0.01% 163
2021
Q1 		$236K Sell
9,708
-2,574
-21% -$58.5K ﹤0.01% 131
2020
Q4 		$263K Buy
12,282
+1,011
+9% +$20.5K ﹤0.01% 120
2020
Q3 		$208K Buy
+11,271
New +$207K ﹤0.01% 112
2020
Q1 		– Sell
-16,905
Closed -$326K – 117
2019
Q4 		$326K Buy
16,905
+2,232
+15% +$41.8K ﹤0.01% 102
2019
Q3 		$260K Hold
14,673
– – ﹤0.01% 108
2019
Q2 		$260K Buy
14,673
+1,626
+12% +$28.6K ﹤0.01% 108
2019
Q1 		$227K Buy
+13,047
New +$219K ﹤0.01% 105

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Betterment LLC's SCHD Position: Q2 2026 in Review

Betterment LLC increased its Schwab US Dividend Equity ETF (SCHD) stake by 20% in Q2 2026, buying an estimated $1.73M and bringing the position to 325,702 shares worth $10.3M. The position accounts for 0.02% of the portfolio, ranked #137.

Betterment LLC first reported a position in SCHD in Q1 2019 and has held it in 26 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Betterment LLC held 325,702 shares of Schwab US Dividend Equity ETF worth $10.3M as of Q2 2026.
  • Betterment LLC bought 54,522 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.73M.
  • Schwab US Dividend Equity ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #137 holding.
  • Betterment LLC first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 26 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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