Betterment LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Buy |
183,608
+26,469
| +17% | +$742K | 0.01% | 156 |
|
|
2025
Q1 | $4.12M | Buy |
157,139
+77,431
| +97% | +$2.03M | 0.01% | 154 |
|
|
2024
Q4 | $2.21M | Sell |
79,708
-3,140
| -4% | -$87K | 0.01% | 196 |
|
|
2024
Q3 | $2.3M | Buy |
82,848
+15,429
| +23% | +$427K | 0.01% | 176 |
|
|
2024
Q2 | $1.75M | Buy |
67,419
+18,561
| +38% | +$482K | ﹤0.01% | 182 |
|
|
2024
Q1 | $1.33M | Buy |
48,858
+39,474
| +421% | +$1.07M | ﹤0.01% | 180 |
|
|
2023
Q4 | $236K | Sell |
9,384
-1,224
| -12% | -$30.8K | ﹤0.01% | 300 |
|
|
2023
Q3 | $239K | Sell |
10,608
-1,290
| -11% | -$29.1K | ﹤0.01% | 283 |
|
|
2023
Q2 | $282K | Buy |
+11,898
| New | +$282K | ﹤0.01% | 252 |
|