Betterment LLC
SCHM icon

Betterment LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Betterment LLC’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.73M Sell
74,014
-26,113
-26% -$899K ﹤0.01% 222
2026
Q1 		$3.1M Sell
100,127
-4,573
-4% -$146K 0.01% 206
2025
Q4 		$3.15M Sell
104,700
-35,991
-26% -$1.07M 0.01% 194
2025
Q3 		$4.17M Sell
140,691
-42,917
-23% -$1.25M 0.01% 169
2025
Q2 		$5.15M Buy
183,608
+26,469
+17% +$698K 0.01% 156
2025
Q1 		$4.12M Buy
157,139
+77,431
+97% +$2.16M 0.01% 154
2024
Q4 		$2.21M Sell
79,708
-3,140
-4% -$89.5K 0.01% 196
2024
Q3 		$2.29M Buy
82,848
+15,429
+23% +$410K 0.01% 176
2024
Q2 		$1.75M Buy
67,419
+18,561
+38% +$486K ﹤0.01% 182
2024
Q1 		$1.33M Buy
48,858
+39,474
+421% +$1.01M ﹤0.01% 180
2023
Q4 		$236K Sell
9,384
-1,224
-12% -$28K ﹤0.01% 300
2023
Q3 		$239K Sell
10,608
-1,290
-11% -$30.6K ﹤0.01% 283
2023
Q2 		$282K Buy
+11,898
New +$268K ﹤0.01% 252

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC's SCHM Position: Q2 2026 in Review

Betterment LLC reduced its Schwab US Mid-Cap ETF (SCHM) stake by 26% in Q2 2026, selling an estimated $899K and leaving 74,014 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Betterment LLC first reported a position in SCHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.15M in Q2 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Betterment LLC held 74,014 shares of Schwab US Mid-Cap ETF worth $2.73M as of Q2 2026.
  • Betterment LLC sold 26,113 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $899K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #222 holding.
  • Betterment LLC first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Betterment LLC's Schwab US Mid-Cap ETF position peaked at $5.15M in Q2 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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