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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Betterment LLC's SCHR Position: Q1 2026 in Review

Betterment LLC increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6.8% in Q1 2026, buying an estimated $128K and bringing the position to 80,590 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Betterment LLC first reported a position in SCHR in Q1 2023 and has held it in 13 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Betterment LLC held 80,590 shares of Schwab Intermediately-Term US Treasury ETF worth $2.01M as of Q1 2026.
Betterment LLC bought 5,107 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $128K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #246 holding.
Betterment LLC first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and has held it in 13 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.