Betterment LLC’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
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|
2025
Q1 | $13M | Buy |
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|
2024
Q4 | $12.3M | Buy |
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|
2024
Q3 | $12.7M | Buy |
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|
2024
Q2 | $10.6M | Sell |
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|
2024
Q1 | $11.3M | Buy |
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|
2023
Q4 | $10.3M | Sell |
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|
2023
Q3 | $9.08M | Buy |
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|
2023
Q2 | $9.26M | Sell |
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|
2023
Q1 | $9.43M | Sell |
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|
2022
Q4 | $9.54M | Buy |
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|
2022
Q3 | $8.71M | Hold |
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|
2022
Q2 | $8.71M | Buy |
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|
2022
Q1 | $9.53M | Buy |
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|
2021
Q4 | $7.78M | Buy |
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|
2021
Q3 | $5.26M | Buy |
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|
2021
Q2 | $3.51M | Buy |
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|
2021
Q1 | $2.17M | Buy |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.31M | Buy |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $1.7M | Buy |
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|
2019
Q3 | $835K | Hold |
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|
2019
Q2 | $835K | Buy |
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|
2019
Q1 | $692K | Buy |
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|
2018
Q4 | $224K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $277K | Buy |
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