Betterment LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Buy |
218,182
+4,596
| +2% | +$134K | 0.01% | 141 |
|
|
2025
Q1 | $5.35M | Buy |
213,586
+53,534
| +33% | +$1.34M | 0.01% | 142 |
|
|
2024
Q4 | $4.46M | Buy |
160,052
+118,781
| +288% | +$3.31M | 0.01% | 140 |
|
|
2024
Q3 | $4.3M | Buy |
41,271
+18,461
| +81% | +$1.92M | 0.01% | 132 |
|
|
2024
Q2 | $2.3M | Buy |
22,810
+3,313
| +17% | +$334K | 0.01% | 158 |
|
|
2024
Q1 | $1.81M | Buy |
19,497
+2,145
| +12% | +$199K | ﹤0.01% | 162 |
|
|
2023
Q4 | $1.44M | Sell |
17,352
-177
| -1% | -$14.7K | ﹤0.01% | 149 |
|
|
2023
Q3 | $1.28M | Sell |
17,529
-720
| -4% | -$52.4K | ﹤0.01% | 142 |
|
|
2023
Q2 | $1.37M | Sell |
18,249
-2,329
| -11% | -$175K | ﹤0.01% | 129 |
|
|
2023
Q1 | $1.34M | Buy |
20,578
+700
| +4% | +$45.6K | ﹤0.01% | 135 |
|
|
2022
Q4 | $1.1M | Buy |
19,878
+1,626
| +9% | +$90.3K | ﹤0.01% | 144 |
|
|
2022
Q3 | $1.06M | Hold |
18,252
| – | – | ﹤0.01% | 142 |
|
|
2022
Q2 | $1.06M | Buy |
18,252
+3,363
| +23% | +$195K | ﹤0.01% | 142 |
|
|
2022
Q1 | $1.11M | Buy |
14,889
+10,612
| +248% | +$794K | ﹤0.01% | 136 |
|
|
2021
Q4 | $700K | Buy |
+4,277
| New | +$700K | ﹤0.01% | 148 |
|