Betterment LLC
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Betterment LLC’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Betterment LLC’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$442K Buy
19,537
+6,345
+48% +$144K ﹤0.01% 512
2026
Q1 		$299K Buy
+13,192
New +$303K ﹤0.01% 534

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Ameriprise
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Betterment LLC's SCHI Position: Q2 2026 in Review

Betterment LLC increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 48% in Q2 2026, buying an estimated $144K and bringing the position to 19,537 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Betterment LLC first reported a position in SCHI in Q1 2026 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Betterment LLC held 19,537 shares of Schwab 5-10 Year Corporate Bond ETF worth $442K as of Q2 2026.
  • Betterment LLC bought 6,345 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $144K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #512 holding.
  • Betterment LLC first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.