Betterment LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Betterment LLC’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$948K	Buy	39,290 +5,121	+15%	+$124K	﹤0.01%	361
2026 Q1	$829K	Buy	34,169 +25,802	+308%	+$628K	﹤0.01%	352
2025 Q4	$204K	Buy	+8,367	New	+$204K	﹤0.01%	549
2024 Q1	–	Sell	-12,298	Closed	-$298K	–	362
2023 Q4	$298K	Buy	12,298 +322	+3%	+$7.73K	﹤0.01%	278
2023 Q3	$287K	Buy	11,976 +354	+3%	+$8.49K	﹤0.01%	262
2023 Q2	$279K	Sell	11,622 -870	-7%	-$21.1K	﹤0.01%	254
2023 Q1	$305K	Buy	12,492 +1,050	+9%	+$25.4K	﹤0.01%	231
2022 Q4	$276K	Buy	+11,442	New	+$276K	﹤0.01%	227
2022 Q2	–	Sell	-9,116	Closed	-$226K	–	239
2022 Q1	$226K	Buy	+9,116	New	+$229K	﹤0.01%	216

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC's SCHO Position: Q2 2026 in Review

Betterment LLC increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 15% in Q2 2026, buying an estimated $124K and bringing the position to 39,290 shares worth $948K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Betterment LLC first reported a position in SCHO in Q1 2022 and has held it in 9 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Betterment LLC held 39,290 shares of Schwab Short-Term US Treasury ETF worth $948K as of Q2 2026.
Betterment LLC bought 5,121 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $124K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #361 holding.
Betterment LLC first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and has held it in 9 quarters since.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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