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

Betterment LLC’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$843M Buy
28,627,429
+27,913
+0.1% +$797K 1.42% 14
2026
Q1 		$733M Buy
28,599,516
+10,450,588
+58% +$280M 1.39% 13
2025
Q4 		$488M Buy
18,148,928
+64,308
+0.4% +$1.72M 0.93% 22
2025
Q3 		$476M Sell
18,084,620
-664,551
-4% -$16.9M 0.94% 22
2025
Q2 		$458M Buy
18,749,171
+5,524,085
+42% +$125M 0.98% 22
2025
Q1 		$292M Buy
13,225,086
+7,201,786
+120% +$168M 0.69% 25
2024
Q4 		$140M Buy
6,023,300
+59,915
+1% +$1.4M 0.33% 31
2024
Q3 		$135M Buy
5,963,385
+2,984,427
+100% +$65M 0.32% 33
2024
Q2 		$63.8M Buy
2,978,958
+2,267,868
+319% +$46.9M 0.17% 46
2024
Q1 		$14.7M Buy
711,090
+236,649
+50% +$4.66M 0.04% 72
2023
Q4 		$8.92M Sell
474,441
-19,515
-4% -$343K 0.03% 76
2023
Q3 		$8.33M Buy
493,956
+40,590
+9% +$712K 0.03% 73
2023
Q2 		$7.91M Buy
453,366
+34,257
+8% +$566K 0.02% 73
2023
Q1 		$6.76M Sell
419,109
-9,183
-2% -$145K 0.02% 77
2022
Q4 		$6.45M Buy
428,292
+10,779
+3% +$163K 0.02% 75
2022
Q3 		$6.21M Hold
417,513
– – 0.02% 79
2022
Q2 		$6.21M Buy
417,513
+109,134
+35% +$1.77M 0.02% 79
2022
Q1 		$5.54M Buy
308,379
+287,121
+1,351% +$5.08M 0.02% 82
2021
Q4 		$403K Buy
21,258
+612
+3% +$11.3K ﹤0.01% 170
2021
Q3 		$358K Buy
20,646
+294
+1% +$5.24K ﹤0.01% 166
2021
Q2 		$353K Buy
+20,352
New +$343K ﹤0.01% 148

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Betterment LLC's SCHX Position: Q2 2026 in Review

Betterment LLC increased its Schwab US Large- Cap ETF (SCHX) stake by 0.1% in Q2 2026, buying an estimated $797K and bringing the position to 28,627,429 shares worth $843M. The position accounts for 1.42% of the portfolio, ranked #14.

Betterment LLC first reported a position in SCHX in Q2 2021 and has held it in 21 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Betterment LLC held 28,627,429 shares of Schwab US Large- Cap ETF worth $843M as of Q2 2026.
  • Betterment LLC bought 27,913 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $797K.
  • Schwab US Large- Cap ETF made up 1.42% of Betterment LLC's portfolio in Q2 2026, its #14 holding.
  • Betterment LLC first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.