Betterment LLC’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
633,937
+30,852
| +5% | +$653K | 0.03% | 108 |
|
|
2025
Q1 | $13M | Buy |
603,085
+20,458
| +4% | +$440K | 0.03% | 98 |
|
|
2024
Q4 | $12.3M | Buy |
582,627
+35,064
| +6% | +$738K | 0.03% | 97 |
|
|
2024
Q3 | $12.7M | Buy |
547,563
+16,382
| +3% | +$380K | 0.03% | 91 |
|
|
2024
Q2 | $10.6M | Sell |
531,181
-26,527
| -5% | -$530K | 0.03% | 89 |
|
|
2024
Q1 | $11.3M | Buy |
557,708
+60,525
| +12% | +$1.23M | 0.03% | 81 |
|
|
2023
Q4 | $10.3M | Sell |
497,183
-14,183
| -3% | -$294K | 0.03% | 70 |
|
|
2023
Q3 | $9.08M | Buy |
511,366
+37,063
| +8% | +$658K | 0.03% | 70 |
|
|
2023
Q2 | $9.26M | Sell |
474,303
-9,111
| -2% | -$178K | 0.03% | 71 |
|
|
2023
Q1 | $9.43M | Sell |
483,414
-11,126
| -2% | -$217K | 0.03% | 67 |
|
|
2022
Q4 | $9.54M | Buy |
494,540
+81,661
| +20% | +$1.58M | 0.03% | 63 |
|
|
2022
Q3 | $8.71M | Hold |
412,879
| – | – | 0.03% | 69 |
|
|
2022
Q2 | $8.71M | Buy |
412,879
+29,885
| +8% | +$630K | 0.03% | 69 |
|
|
2022
Q1 | $9.53M | Buy |
382,994
+235,365
| +159% | +$5.86M | 0.03% | 66 |
|
|
2021
Q4 | $7.78M | Buy |
147,629
+32,472
| +28% | +$1.71M | 0.02% | 70 |
|
|
2021
Q3 | $5.26M | Buy |
115,157
+38,528
| +50% | +$1.76M | 0.02% | 77 |
|
|
2021
Q2 | $3.51M | Buy |
76,629
+23,894
| +45% | +$1.09M | 0.01% | 84 |
|
|
2021
Q1 | $2.17M | Buy |
52,735
+16,006
| +44% | +$658K | 0.01% | 80 |
|
|
2020
Q4 | $1.4M | Sell |
36,729
-437
| -1% | -$16.6K | 0.01% | 86 |
|
|
2020
Q3 | $1.32M | Buy |
37,166
+1,114
| +3% | +$39.4K | 0.01% | 77 |
|
|
2020
Q2 | $1.27M | Buy |
36,052
+5,051
| +16% | +$178K | 0.01% | 78 |
|
|
2020
Q1 | $1.02M | Sell |
31,001
-6,019
| -16% | -$197K | 0.01% | 78 |
|
|
2019
Q4 | $1.7M | Buy |
37,020
+18,222
| +97% | +$837K | 0.01% | 69 |
|
|
2019
Q3 | $835K | Hold |
18,798
| – | – | ﹤0.01% | 80 |
|
|
2019
Q2 | $835K | Buy |
18,798
+3,233
| +21% | +$144K | ﹤0.01% | 80 |
|
|
2019
Q1 | $692K | Buy |
15,565
+9,738
| +167% | +$433K | ﹤0.01% | 84 |
|
|
2018
Q4 | $224K | Buy |
+5,827
| New | +$224K | ﹤0.01% | 102 |
|
|
2018
Q3 | – | Sell |
-6,632
| Closed | -$277K | – | 101 |
|
|
2018
Q2 | $277K | Buy |
+6,632
| New | +$277K | ﹤0.01% | 92 |
|