Betterment LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458M | Buy |
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|
2025
Q1 | $292M | Buy |
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|
2024
Q4 | $140M | Buy |
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|
2024
Q3 | $135M | Buy |
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|
2024
Q2 | $63.8M | Buy |
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|
2024
Q1 | $14.7M | Buy |
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|
2023
Q4 | $8.92M | Sell |
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|
2023
Q3 | $8.33M | Buy |
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|
2023
Q2 | $7.91M | Buy |
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|
2023
Q1 | $6.76M | Sell |
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|
2022
Q4 | $6.45M | Buy |
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|
2022
Q3 | $6.21M | Hold |
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|
2022
Q2 | $6.21M | Buy |
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|
2022
Q1 | $5.54M | Buy |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $358K | Buy |
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|
2021
Q2 | $353K | Buy |
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