Betterment LLC
SCHZ icon

Betterment LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Betterment LLC’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,562
Closed -$275K – 453
2024
Q3 		$275K Sell
11,562
-31,986
-73% -$749K ﹤0.01% 382
2024
Q2 		$992K Sell
43,548
-10,814
-20% -$245K ﹤0.01% 220
2024
Q1 		$1.25M Buy
54,362
+4,456
+9% +$102K ﹤0.01% 184
2023
Q4 		$1.16M Buy
49,906
+27,296
+121% +$611K ﹤0.01% 161
2023
Q3 		$500K Buy
22,610
+8,522
+60% +$193K ﹤0.01% 214
2023
Q2 		$325K Buy
+14,088
New +$328K ﹤0.01% 241

Other funds holding SCHZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC's SCHZ Position: Q4 2024 in Review

Betterment LLC sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 11,562 shares — an estimated $275K sold.

Betterment LLC first reported a position in SCHZ in Q2 2023 and held it in 6 quarters. The position peaked at $1.25M in Q1 2024. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Betterment LLC reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Betterment LLC sold 11,562 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $275K.
  • Betterment LLC first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and held it in 6 quarters.
  • Betterment LLC's Schwab US Aggregate Bond ETF position peaked at $1.25M in Q1 2024.
  • 634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Betterment LLC's 13F filing for Q4 2024, filed 14 Feb 2025.