Betterment LLC
SCHJ icon

Betterment LLC’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Betterment LLC’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,040
Closed -$224K – 688
2026
Q1 		$224K Sell
9,040
-12,699
-58% -$316K ﹤0.01% 586
2025
Q4 		$541K Buy
21,739
+100
+0.5% +$2.49K ﹤0.01% 385
2025
Q3 		$540K Buy
21,639
+450
+2% +$11.2K ﹤0.01% 371
2025
Q2 		$526K Buy
+21,189
New +$521K ﹤0.01% 350

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WWWM
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Betterment LLC's SCHJ Position: Q2 2026 in Review

Betterment LLC sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026, closing a stake of 9,040 shares — an estimated $224K sold.

Betterment LLC first reported a position in SCHJ in Q2 2025 and held it in 4 quarters. The position peaked at $541K in Q4 2025. 152 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Betterment LLC reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Betterment LLC sold 9,040 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $224K.
  • Betterment LLC first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2025 and held it in 4 quarters.
  • Betterment LLC's Schwab 1-5 Year Corporate Bond ETF position peaked at $541K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

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