Betterment LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121M | Sell |
4,362,278
-101,989
| -2% | -$2.82M | 0.26% | 36 |
|
|
2025
Q1 | $119M | Sell |
4,464,267
-188,532
| -4% | -$5.01M | 0.28% | 36 |
|
|
2024
Q4 | $121M | Buy |
4,652,799
+3,047,098
| +190% | +$79.4M | 0.29% | 36 |
|
|
2024
Q3 | $129M | Sell |
1,605,701
-44,790
| -3% | -$3.6M | 0.31% | 34 |
|
|
2024
Q2 | $122M | Sell |
1,650,491
-51,321
| -3% | -$3.8M | 0.32% | 34 |
|
|
2024
Q1 | $129M | Sell |
1,701,812
-135,473
| -7% | -$10.3M | 0.35% | 34 |
|
|
2023
Q4 | $129M | Sell |
1,837,285
-35,430
| -2% | -$2.48M | 0.37% | 31 |
|
|
2023
Q3 | $121M | Sell |
1,872,715
-51,070
| -3% | -$3.29M | 0.38% | 30 |
|
|
2023
Q2 | $129M | Sell |
1,923,785
-43,851
| -2% | -$2.94M | 0.4% | 30 |
|
|
2023
Q1 | $129M | Sell |
1,967,636
-42,940
| -2% | -$2.82M | 0.42% | 29 |
|
|
2022
Q4 | $133M | Sell |
2,010,576
-122,623
| -6% | -$8.1M | 0.46% | 28 |
|
|
2022
Q3 | $133M | Hold |
2,133,199
| – | – | 0.48% | 27 |
|
|
2022
Q2 | $133M | Sell |
2,133,199
-49,868
| -2% | -$3.11M | 0.48% | 27 |
|
|
2022
Q1 | $156M | Sell |
2,183,067
-82,106
| -4% | -$5.86M | 0.5% | 28 |
|
|
2021
Q4 | $166M | Sell |
2,265,173
-74,399
| -3% | -$5.45M | 0.52% | 27 |
|
|
2021
Q3 | $158M | Sell |
2,339,572
-71,458
| -3% | -$4.82M | 0.53% | 26 |
|
|
2021
Q2 | $165M | Sell |
2,411,030
-122,465
| -5% | -$8.37M | 0.56% | 25 |
|
|
2021
Q1 | $165M | Sell |
2,533,495
-50,380
| -2% | -$3.29M | 0.62% | 22 |
|
|
2020
Q4 | $154M | Buy |
2,583,875
+14,529
| +0.6% | +$865K | 0.64% | 21 |
|
|
2020
Q3 | $134M | Buy |
2,569,346
+55,213
| +2% | +$2.88M | 0.66% | 22 |
|
|
2020
Q2 | $126M | Sell |
2,514,133
-1,483,814
| -37% | -$74.4M | 0.67% | 21 |
|
|
2020
Q1 | $177M | Buy |
3,997,947
+2,140,259
| +115% | +$94.7M | 1.1% | 19 |
|
|
2019
Q4 | $112M | Buy |
1,857,688
+21,881
| +1% | +$1.32M | 0.58% | 22 |
|
|
2019
Q3 | $103M | Hold |
1,835,807
| – | – | 0.58% | 22 |
|
|
2019
Q2 | $103M | Buy |
1,835,807
+157,788
| +9% | +$8.86M | 0.58% | 22 |
|
|
2019
Q1 | $91.9M | Buy |
1,678,019
+144,447
| +9% | +$7.91M | 0.56% | 22 |
|
|
2018
Q4 | $75.6M | Buy |
1,533,572
+1,498,112
| +4,225% | +$73.8M | 0.53% | 23 |
|
|
2018
Q3 | $1.99M | Sell |
35,460
-2,614
| -7% | -$147K | 0.01% | 63 |
|
|
2018
Q2 | $2.02M | Buy |
38,074
+3,654
| +11% | +$194K | 0.01% | 58 |
|
|
2018
Q1 | $1.82M | Buy |
34,420
+29,734
| +635% | +$1.57M | 0.01% | 61 |
|
|
2017
Q4 | $256K | Sell |
4,686
-99,200
| -95% | -$5.42M | ﹤0.01% | 87 |
|
|
2017
Q3 | $5.38M | Sell |
103,886
-62,127
| -37% | -$3.22M | 0.05% | 28 |
|
|
2017
Q2 | $8.33M | Sell |
166,013
-120,096
| -42% | -$6.03M | 0.09% | 25 |
|
|
2017
Q1 | $14.2M | Sell |
286,109
-277,502
| -49% | -$13.8M | 0.17% | 24 |
|
|
2016
Q4 | $27.1M | Buy |
563,611
+348,029
| +161% | +$16.7M | 0.4% | 22 |
|
|
2016
Q3 | $9.82M | Buy |
215,582
+50,214
| +30% | +$2.29M | 0.16% | 24 |
|
|
2016
Q2 | $7.41M | Buy |
165,368
+30,346
| +22% | +$1.36M | 0.15% | 24 |
|
|
2016
Q1 | $5.83M | Buy |
135,022
+57,924
| +75% | +$2.5M | 0.15% | 24 |
|
|
2015
Q4 | $3.27M | Buy |
77,098
+29,183
| +61% | +$1.24M | 0.1% | 27 |
|
|
2015
Q3 | $1.91M | Buy |
47,915
+11,760
| +33% | +$468K | 0.07% | 28 |
|
|
2015
Q2 | $1.56M | Buy |
36,155
+16,434
| +83% | +$707K | 0.07% | 26 |
|
|
2015
Q1 | $853K | Buy |
19,721
+14,609
| +286% | +$632K | 0.05% | 26 |
|
|
2014
Q4 | $225K | Buy |
+5,112
| New | +$225K | 0.02% | 25 |
|