Betterment LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Buy |
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|
2025
Q1 | $5.35M | Buy |
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|
2024
Q4 | $4.46M | Sell |
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|
2024
Q3 | $4.3M | Buy |
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|
2024
Q2 | $2.3M | Buy |
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|
2024
Q1 | $1.81M | Buy |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $1.06M | Hold |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $700K | Buy |
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