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
2026 Q2	$262K	Buy	+11,329	New	+$262K	﹤0.01%	608
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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Betterment LLC's SCHZ Position: Q2 2026 in Review

Betterment LLC opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 11,329 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: Betterment LLC previously reported a position in SCHZ as recently as Q3 2024.

Betterment LLC first reported a position in SCHZ in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2024. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Betterment LLC held 11,329 shares of Schwab US Aggregate Bond ETF worth $262K as of Q2 2026.
Schwab US Aggregate Bond ETF was a new Betterment LLC position in Q2 2026.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #608 holding.
Betterment LLC first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and has held it in 7 quarters since.
Betterment LLC's Schwab US Aggregate Bond ETF position peaked at $1.25M in Q1 2024.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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