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
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

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Betterment LLC's SCHJ Position: Q1 2026 in Review

Betterment LLC reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 58% in Q1 2026, selling an estimated $316K and leaving 9,040 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Betterment LLC first reported a position in SCHJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $541K in Q4 2025. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Betterment LLC held 9,040 shares of Schwab 1-5 Year Corporate Bond ETF worth $224K as of Q1 2026.
  • Betterment LLC sold 12,699 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $316K.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #586 holding.
  • Betterment LLC first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Betterment LLC's Schwab 1-5 Year Corporate Bond ETF position peaked at $541K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

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