Betterment LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121M | Sell |
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|
2025
Q1 | $119M | Sell |
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|
2024
Q4 | $121M | Sell |
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|
2024
Q3 | $129M | Sell |
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|
2024
Q2 | $122M | Sell |
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|
2024
Q1 | $129M | Sell |
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|
2023
Q4 | $129M | Sell |
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|
2023
Q3 | $121M | Sell |
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|
2023
Q2 | $129M | Sell |
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|
2023
Q1 | $129M | Sell |
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|
2022
Q4 | $133M | Sell |
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|
2022
Q3 | $133M | Hold |
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|
2022
Q2 | $133M | Sell |
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|
2022
Q1 | $156M | Sell |
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|
2021
Q4 | $166M | Sell |
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|
2021
Q3 | $158M | Sell |
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|
2021
Q2 | $165M | Sell |
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|
2021
Q1 | $165M | Sell |
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|
2020
Q4 | $154M | Buy |
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|
2020
Q3 | $134M | Buy |
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|
2020
Q2 | $126M | Sell |
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|
2020
Q1 | $177M | Buy |
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|
2019
Q4 | $112M | Buy |
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|
2019
Q3 | $103M | Hold |
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|
2019
Q2 | $103M | Buy |
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|
2019
Q1 | $91.9M | Buy |
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|
2018
Q4 | $75.6M | Buy |
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|
2018
Q3 | $1.99M | Sell |
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|
2018
Q2 | $2.02M | Buy |
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|
2018
Q1 | $1.82M | Buy |
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|
2017
Q4 | $256K | Sell |
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|
2017
Q3 | $5.38M | Sell |
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|
2017
Q2 | $8.33M | Sell |
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|
2017
Q1 | $14.2M | Sell |
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|
2016
Q4 | $27.1M | Buy |
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|
2016
Q3 | $9.82M | Buy |
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|
2016
Q2 | $7.41M | Buy |
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|
2016
Q1 | $5.83M | Buy |
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|
2015
Q4 | $3.27M | Buy |
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|
2015
Q3 | $1.91M | Buy |
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|
2015
Q2 | $1.56M | Buy |
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|
2015
Q1 | $853K | Buy |
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|
2014
Q4 | $225K | Buy |
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