Betterment LLC
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Betterment LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Betterment LLC’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1M Buy
379,938
+137,416
+57% +$4.27M 0.02% 129
2025
Q4 		$7.91M Buy
242,522
+11,204
+5% +$364K 0.02% 143
2025
Q3 		$7.38M Buy
231,318
+13,136
+6% +$400K 0.01% 141
2025
Q2 		$6.37M Buy
218,182
+4,596
+2% +$122K 0.01% 141
2025
Q1 		$5.35M Buy
213,586
+53,534
+33% +$1.47M 0.01% 142
2024
Q4 		$4.46M Sell
160,052
-5,032
-3% -$138K 0.01% 140
2024
Q3 		$4.3M Buy
165,084
+73,844
+81% +$1.86M 0.01% 132
2024
Q2 		$2.3M Buy
91,240
+13,252
+17% +$313K 0.01% 158
2024
Q1 		$1.81M Buy
77,988
+8,580
+12% +$190K ﹤0.01% 162
2023
Q4 		$1.44M Sell
69,408
-708
-1% -$13.7K ﹤0.01% 149
2023
Q3 		$1.27M Sell
70,116
-2,880
-4% -$54.2K ﹤0.01% 142
2023
Q2 		$1.37M Sell
72,996
-9,316
-11% -$160K ﹤0.01% 129
2023
Q1 		$1.34M Buy
82,312
+2,800
+4% +$42.5K ﹤0.01% 135
2022
Q4 		$1.1M Buy
79,512
+6,504
+9% +$93.5K ﹤0.01% 144
2022
Q3 		$1.06M Hold
73,008
– – ﹤0.01% 142
2022
Q2 		$1.06M Buy
73,008
+13,452
+23% +$215K ﹤0.01% 142
2022
Q1 		$1.11M Buy
59,556
+25,340
+74% +$462K ﹤0.01% 136
2021
Q4 		$700K Buy
+34,216
New +$684K ﹤0.01% 148

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Betterment LLC's SCHG Position: Q1 2026 in Review

Betterment LLC increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 57% in Q1 2026, buying an estimated $4.27M and bringing the position to 379,938 shares worth $11.1M. The position accounts for 0.02% of the portfolio, ranked #129.

Betterment LLC first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Betterment LLC held 379,938 shares of Schwab US Large-Cap Growth ETF worth $11.1M as of Q1 2026.
  • Betterment LLC bought 137,416 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.27M.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Betterment LLC's portfolio in Q1 2026, its #129 holding.
  • Betterment LLC first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.