Betterment LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458M | Buy |
18,749,171
+5,524,085
| +42% | +$135M | 0.98% | 22 |
|
|
2025
Q1 | $292M | Buy |
13,225,086
+7,201,786
| +120% | +$159M | 0.69% | 25 |
|
|
2024
Q4 | $140M | Buy |
6,023,300
+4,035,505
| +203% | +$93.5M | 0.33% | 31 |
|
|
2024
Q3 | $135M | Buy |
1,987,795
+994,809
| +100% | +$67.5M | 0.32% | 33 |
|
|
2024
Q2 | $63.8M | Buy |
992,986
+755,956
| +319% | +$48.6M | 0.17% | 46 |
|
|
2024
Q1 | $14.7M | Buy |
237,030
+78,883
| +50% | +$4.9M | 0.04% | 72 |
|
|
2023
Q4 | $8.92M | Sell |
158,147
-6,505
| -4% | -$367K | 0.03% | 76 |
|
|
2023
Q3 | $8.33M | Buy |
164,652
+13,530
| +9% | +$685K | 0.03% | 73 |
|
|
2023
Q2 | $7.91M | Buy |
151,122
+11,419
| +8% | +$598K | 0.02% | 73 |
|
|
2023
Q1 | $6.76M | Sell |
139,703
-3,061
| -2% | -$148K | 0.02% | 77 |
|
|
2022
Q4 | $6.45M | Buy |
142,764
+3,593
| +3% | +$162K | 0.02% | 75 |
|
|
2022
Q3 | $6.22M | Hold |
139,171
| – | – | 0.02% | 79 |
|
|
2022
Q2 | $6.22M | Buy |
139,171
+36,378
| +35% | +$1.62M | 0.02% | 79 |
|
|
2022
Q1 | $5.54M | Buy |
102,793
+99,250
| +2,801% | +$5.34M | 0.02% | 82 |
|
|
2021
Q4 | $403K | Buy |
3,543
+102
| +3% | +$11.6K | ﹤0.01% | 170 |
|
|
2021
Q3 | $358K | Buy |
3,441
+49
| +1% | +$5.1K | ﹤0.01% | 166 |
|
|
2021
Q2 | $353K | Buy |
+3,392
| New | +$353K | ﹤0.01% | 148 |
|