Betterment LLC
SCHR

Betterment LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Betterment LLC’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.36M Buy
95,790
+15,200
+19% +$376K ﹤0.01% 242
2026
Q1 		$2.01M Buy
80,590
+5,107
+7% +$128K ﹤0.01% 246
2025
Q4 		$1.89M Buy
75,483
+7,709
+11% +$194K ﹤0.01% 236
2025
Q3 		$1.7M Buy
67,774
+3,543
+6% +$88.5K ﹤0.01% 237
2025
Q2 		$1.61M Buy
64,231
+666
+1% +$16.5K ﹤0.01% 230
2025
Q1 		$1.58M Buy
63,565
+2,677
+4% +$65.5K ﹤0.01% 220
2024
Q4 		$1.48M Buy
60,888
+9,180
+18% +$226K ﹤0.01% 225
2024
Q3 		$1.31M Buy
51,708
+4,800
+10% +$120K ﹤0.01% 211
2024
Q2 		$1.14M Buy
46,908
+28,930
+161% +$700K ﹤0.01% 207
2024
Q1 		$441K Buy
17,978
+738
+4% +$18.1K ﹤0.01% 273
2023
Q4 		$429K Buy
17,240
+4,518
+36% +$109K ﹤0.01% 240
2023
Q3 		$305K Buy
12,722
+1,020
+9% +$24.8K ﹤0.01% 255
2023
Q2 		$288K Buy
11,702
+3,694
+46% +$92.6K ﹤0.01% 248
2023
Q1 		$202K Buy
+8,008
New +$200K ﹤0.01% 262

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

Betterment LLC's SCHR Position: Q2 2026 in Review

Betterment LLC increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 19% in Q2 2026, buying an estimated $376K and bringing the position to 95,790 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Betterment LLC first reported a position in SCHR in Q1 2023 and has held it in 14 quarters since. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Betterment LLC held 95,790 shares of Schwab Intermediately-Term US Treasury ETF worth $2.36M as of Q2 2026.
  • Betterment LLC bought 15,200 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $376K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #242 holding.
  • Betterment LLC first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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