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
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

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