Betterment LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
64,231
+666
| +1% | +$16.7K | ﹤0.01% | 230 |
|
|
2025
Q1 | $1.58M | Buy |
63,565
+2,677
| +4% | +$66.5K | ﹤0.01% | 220 |
|
|
2024
Q4 | $1.48M | Buy |
60,888
+9,180
| +18% | +$223K | ﹤0.01% | 225 |
|
|
2024
Q3 | $1.31M | Buy |
51,708
+4,800
| +10% | +$121K | ﹤0.01% | 211 |
|
|
2024
Q2 | $1.14M | Buy |
46,908
+28,930
| +161% | +$706K | ﹤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% | +$112K | ﹤0.01% | 240 |
|
|
2023
Q3 | $305K | Buy |
12,722
+1,020
| +9% | +$24.5K | ﹤0.01% | 255 |
|
|
2023
Q2 | $288K | Buy |
11,702
+3,694
| +46% | +$90.9K | ﹤0.01% | 248 |
|
|
2023
Q1 | $202K | Buy |
+8,008
| New | +$202K | ﹤0.01% | 262 |
|