Betterment LLC
SCHH icon

Betterment LLC’s Schwab US REIT ETF SCHH Stock Holding History

Betterment LLC’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.1M Buy
795,744
+26,534
+3% +$582K 0.03% 108
2025
Q4 		$16.1M Buy
769,210
+61,581
+9% +$1.31M 0.03% 107
2025
Q3 		$15.3M Buy
707,629
+73,692
+12% +$1.57M 0.03% 104
2025
Q2 		$13.4M Buy
633,937
+30,852
+5% +$646K 0.03% 108
2025
Q1 		$13M Buy
603,085
+20,458
+4% +$437K 0.03% 98
2024
Q4 		$12.3M Buy
582,627
+35,064
+6% +$784K 0.03% 97
2024
Q3 		$12.7M Buy
547,563
+16,382
+3% +$358K 0.03% 91
2024
Q2 		$10.6M Sell
531,181
-26,527
-5% -$517K 0.03% 89
2024
Q1 		$11.3M Buy
557,708
+60,525
+12% +$1.21M 0.03% 81
2023
Q4 		$10.3M Sell
497,183
-14,183
-3% -$264K 0.03% 70
2023
Q3 		$9.08M Buy
511,366
+37,063
+8% +$713K 0.03% 70
2023
Q2 		$9.26M Sell
474,303
-9,111
-2% -$175K 0.03% 71
2023
Q1 		$9.43M Sell
483,414
-11,126
-2% -$223K 0.03% 67
2022
Q4 		$9.54M Buy
494,540
+81,661
+20% +$1.57M 0.03% 63
2022
Q3 		$8.71M Hold
412,879
– – 0.03% 69
2022
Q2 		$8.71M Buy
412,879
+29,885
+8% +$688K 0.03% 69
2022
Q1 		$9.53M Buy
382,994
+87,736
+30% +$2.12M 0.03% 66
2021
Q4 		$7.78M Buy
295,258
+64,944
+28% +$1.6M 0.02% 70
2021
Q3 		$5.26M Buy
230,314
+77,056
+50% +$1.84M 0.02% 77
2021
Q2 		$3.51M Buy
153,258
+47,788
+45% +$1.06M 0.01% 84
2021
Q1 		$2.17M Buy
105,470
+32,012
+44% +$626K 0.01% 80
2020
Q4 		$1.4M Sell
73,458
-874
-1% -$16.2K 0.01% 86
2020
Q3 		$1.31M Buy
74,332
+2,228
+3% +$40.1K 0.01% 77
2020
Q2 		$1.27M Buy
72,104
+10,102
+16% +$175K 0.01% 78
2020
Q1 		$1.01M Sell
62,002
-12,038
-16% -$257K 0.01% 78
2019
Q4 		$1.7M Buy
74,040
+36,444
+97% +$849K 0.01% 69
2019
Q3 		$835K Hold
37,596
– – ﹤0.01% 80
2019
Q2 		$835K Buy
37,596
+6,466
+21% +$144K ﹤0.01% 80
2019
Q1 		$692K Buy
31,130
+19,476
+167% +$413K ﹤0.01% 84
2018
Q4 		$224K Buy
+11,654
New +$238K ﹤0.01% 102
2018
Q3 		– Sell
-13,264
Closed -$277K – 101
2018
Q2 		$277K Buy
+13,264
New +$262K ﹤0.01% 92

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Betterment LLC's SCHH Position: Q1 2026 in Review

Betterment LLC increased its Schwab US REIT ETF (SCHH) stake by 3.4% in Q1 2026, buying an estimated $582K and bringing the position to 795,744 shares worth $17.1M. The position accounts for 0.03% of the portfolio, ranked #108.

Betterment LLC first reported a position in SCHH in Q2 2018 and has held it in 31 quarters since. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Betterment LLC held 795,744 shares of Schwab US REIT ETF worth $17.1M as of Q1 2026.
  • Betterment LLC bought 26,534 Schwab US REIT ETF shares in Q1 2026, an estimated $582K.
  • Schwab US REIT ETF made up 0.03% of Betterment LLC's portfolio in Q1 2026, its #108 holding.
  • Betterment LLC first reported a position in Schwab US REIT ETF in Q2 2018 and has held it in 31 quarters since.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

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