Betterment LLC
SCHE icon

Betterment LLC’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Betterment LLC’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.03M Sell
111,172
-1,524
-1% -$54.4K 0.01% 192
2026
Q1 		$3.71M Buy
112,696
+7,247
+7% +$247K 0.01% 191
2025
Q4 		$3.45M Sell
105,449
-3,424
-3% -$114K 0.01% 185
2025
Q3 		$3.63M Buy
108,873
+3,278
+3% +$103K 0.01% 177
2025
Q2 		$3.18M Buy
105,595
+16,052
+18% +$455K 0.01% 175
2025
Q1 		$2.47M Buy
89,543
+9,020
+11% +$247K 0.01% 189
2024
Q4 		$2.14M Buy
80,523
+1,348
+2% +$38.1K 0.01% 198
2024
Q3 		$2.31M Buy
79,175
+4,682
+6% +$127K 0.01% 174
2024
Q2 		$1.98M Sell
74,493
-5,584
-7% -$146K 0.01% 171
2024
Q1 		$2.02M Sell
80,077
-8,876
-10% -$218K 0.01% 147
2023
Q4 		$2.21M Sell
88,953
-5,397
-6% -$130K 0.01% 126
2023
Q3 		$2.26M Sell
94,350
-5,569
-6% -$138K 0.01% 117
2023
Q2 		$2.46M Buy
99,919
+4,342
+5% +$106K 0.01% 109
2023
Q1 		$2.34M Sell
95,577
-820
-0.9% -$20.3K 0.01% 115
2022
Q4 		$2.28M Sell
96,397
-1,368
-1% -$31.8K 0.01% 113
2022
Q3 		$2.48M Hold
97,765
– – 0.01% 108
2022
Q2 		$2.48M Sell
97,765
-7,710
-7% -$201K 0.01% 108
2022
Q1 		$2.93M Buy
105,475
+36,114
+52% +$1.05M 0.01% 107
2021
Q4 		$2.05M Sell
69,361
-20,420
-23% -$624K 0.01% 117
2021
Q3 		$2.74M Buy
89,781
+6,253
+7% +$195K 0.01% 106
2021
Q2 		$2.75M Sell
83,528
-2,980
-3% -$96.7K 0.01% 95
2021
Q1 		$2.75M Sell
86,508
-9,139
-10% -$298K 0.01% 73
2020
Q4 		$2.93M Sell
95,647
-10,485
-10% -$304K 0.01% 70
2020
Q3 		$2.84M Sell
106,132
-10,406
-9% -$278K 0.01% 63
2020
Q2 		$2.84M Sell
116,538
-20,527
-15% -$466K 0.02% 63
2020
Q1 		$2.84M Sell
137,065
-397,984
-74% -$9.95M 0.02% 61
2019
Q4 		$14.6M Buy
535,049
+10,896
+2% +$287K 0.08% 33
2019
Q3 		$13.8M Hold
524,153
– – 0.08% 32
2019
Q2 		$13.8M Sell
524,153
-29,006
-5% -$751K 0.08% 32
2019
Q1 		$14.4M Buy
553,159
+25
+0% +$633 0.09% 32
2018
Q4 		$13M Sell
553,134
-20,425
-4% -$495K 0.09% 32
2018
Q3 		$14.7M Buy
573,559
+302,976
+112% +$7.85M 0.1% 30
2018
Q2 		$7M Buy
270,583
+134,970
+100% +$3.71M 0.05% 32
2018
Q1 		$3.77M Buy
135,613
+67,805
+100% +$1.99M 0.03% 43
2017
Q4 		$1.9M Buy
67,808
+2,100
+3% +$57.9K 0.02% 46
2017
Q3 		$1.77M Buy
65,708
+397
+0.6% +$10.5K 0.02% 41
2017
Q2 		$1.62M Sell
65,311
-852
-1% -$20.9K 0.02% 38
2017
Q1 		$1.59M Buy
66,163
+37,508
+131% +$873K 0.02% 39
2016
Q4 		$618K Buy
+28,655
New +$641K 0.01% 43

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Northwestern Mutual Wealth Management
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SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC's SCHE Position: Q2 2026 in Review

Betterment LLC reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.4% in Q2 2026, selling an estimated $54.4K and leaving 111,172 shares worth $4.03M. The position accounts for 0.01% of the portfolio, ranked #192.

Betterment LLC first reported a position in SCHE in Q4 2016 and has held it in 39 quarters since. The position peaked at $14.7M in Q3 2018. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Betterment LLC held 111,172 shares of Schwab Emerging Markets Equity ETF worth $4.03M as of Q2 2026.
  • Betterment LLC sold 1,524 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $54.4K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #192 holding.
  • Betterment LLC first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and has held it in 39 quarters since.
  • Betterment LLC's Schwab Emerging Markets Equity ETF position peaked at $14.7M in Q3 2018.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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