Betterment LLC
SCHV

Betterment LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Betterment LLC’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$122M Sell
4,000,948
-116,717
-3% -$3.64M 0.23% 41
2025
Q4 		$122M Sell
4,117,665
-133,784
-3% -$3.91M 0.23% 41
2025
Q3 		$124M Sell
4,251,449
-110,829
-3% -$3.15M 0.24% 39
2025
Q2 		$121M Sell
4,362,278
-101,989
-2% -$2.68M 0.26% 36
2025
Q1 		$119M Sell
4,464,267
-188,532
-4% -$5.06M 0.28% 36
2024
Q4 		$121M Sell
4,652,799
-164,304
-3% -$4.44M 0.29% 36
2024
Q3 		$129M Sell
4,817,103
-134,370
-3% -$3.45M 0.31% 34
2024
Q2 		$122M Sell
4,951,473
-153,963
-3% -$3.8M 0.32% 34
2024
Q1 		$129M Sell
5,105,436
-406,419
-7% -$9.74M 0.35% 34
2023
Q4 		$129M Sell
5,511,855
-106,290
-2% -$2.32M 0.37% 31
2023
Q3 		$121M Sell
5,618,145
-153,210
-3% -$3.44M 0.38% 30
2023
Q2 		$129M Sell
5,771,355
-131,553
-2% -$2.87M 0.4% 30
2023
Q1 		$129M Sell
5,902,908
-128,820
-2% -$2.86M 0.42% 29
2022
Q4 		$133M Sell
6,031,728
-367,869
-6% -$7.96M 0.46% 28
2022
Q3 		$133M Hold
6,399,597
– – 0.48% 27
2022
Q2 		$133M Sell
6,399,597
-149,604
-2% -$3.36M 0.48% 27
2022
Q1 		$156M Sell
6,549,201
-246,318
-4% -$5.83M 0.5% 28
2021
Q4 		$166M Sell
6,795,519
-223,197
-3% -$5.29M 0.52% 27
2021
Q3 		$158M Sell
7,018,716
-214,374
-3% -$4.96M 0.53% 26
2021
Q2 		$165M Sell
7,233,090
-367,395
-5% -$8.33M 0.56% 25
2021
Q1 		$165M Sell
7,600,485
-151,140
-2% -$3.15M 0.62% 22
2020
Q4 		$154M Buy
7,751,625
+43,587
+0.6% +$815K 0.64% 21
2020
Q3 		$134M Buy
7,708,038
+165,639
+2% +$2.9M 0.66% 22
2020
Q2 		$126M Sell
7,542,399
-4,451,442
-37% -$72.7M 0.67% 21
2020
Q1 		$177M Buy
11,993,841
+6,420,777
+115% +$118M 1.1% 19
2019
Q4 		$112M Buy
5,573,064
+65,643
+1% +$1.27M 0.58% 22
2019
Q3 		$103M Hold
5,507,421
– – 0.58% 22
2019
Q2 		$103M Buy
5,507,421
+473,364
+9% +$8.75M 0.58% 22
2019
Q1 		$91.9M Buy
5,034,057
+433,341
+9% +$7.69M 0.56% 22
2018
Q4 		$75.6M Buy
4,600,716
+4,494,336
+4,225% +$79.5M 0.53% 23
2018
Q3 		$1.99M Sell
106,380
-7,842
-7% -$145K 0.01% 63
2018
Q2 		$2.02M Buy
114,222
+10,962
+11% +$196K 0.01% 58
2018
Q1 		$1.82M Buy
103,260
+89,202
+635% +$1.63M 0.01% 61
2017
Q4 		$256K Sell
14,058
-297,600
-95% -$5.3M ﹤0.01% 87
2017
Q3 		$5.38M Sell
311,658
-186,381
-37% -$3.16M 0.05% 28
2017
Q2 		$8.33M Sell
498,039
-360,288
-42% -$5.99M 0.09% 25
2017
Q1 		$14.2M Sell
858,327
-832,506
-49% -$13.7M 0.17% 24
2016
Q4 		$27.1M Buy
1,690,833
+1,044,087
+161% +$16.2M 0.4% 22
2016
Q3 		$9.82M Buy
646,746
+150,642
+30% +$2.3M 0.16% 24
2016
Q2 		$7.41M Buy
496,104
+91,038
+22% +$1.33M 0.15% 24
2016
Q1 		$5.83M Buy
405,066
+173,772
+75% +$2.38M 0.15% 24
2015
Q4 		$3.27M Buy
231,294
+87,549
+61% +$1.24M 0.1% 27
2015
Q3 		$1.91M Buy
143,745
+35,280
+33% +$494K 0.07% 28
2015
Q2 		$1.56M Buy
108,465
+49,302
+83% +$726K 0.07% 26
2015
Q1 		$853K Buy
59,163
+43,827
+286% +$638K 0.05% 26
2014
Q4 		$225K Buy
+15,336
New +$221K 0.02% 25

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Betterment LLC's SCHV Position: Q1 2026 in Review

Betterment LLC reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.8% in Q1 2026, selling an estimated $3.64M and leaving 4,000,948 shares worth $122M. The position accounts for 0.23% of the portfolio, ranked #41.

Betterment LLC first reported a position in SCHV in Q4 2014 and has held it in 46 quarters since. The position peaked at $177M in Q1 2020. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Betterment LLC held 4,000,948 shares of Schwab US Large-Cap Value ETF worth $122M as of Q1 2026.
  • Betterment LLC sold 116,717 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $3.64M.
  • Schwab US Large-Cap Value ETF made up 0.23% of Betterment LLC's portfolio in Q1 2026, its #41 holding.
  • Betterment LLC first reported a position in Schwab US Large-Cap Value ETF in Q4 2014 and has held it in 46 quarters since.
  • Betterment LLC's Schwab US Large-Cap Value ETF position peaked at $177M in Q1 2020.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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