Charles Schwab’s Better Home & Finance Holding BETR Stock Holding History

Charles Schwab’s Portfolio BETR Stock Details BETR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$825K	Buy	30,004 +13,265	+79%	+$429K	﹤0.01%	3064
2026 Q1	$596K	Sell	16,739 -668	-4%	-$21.4K	﹤0.01%	3052
2025 Q4	$567K	Buy	17,407 +1,029	+6%	+$55.6K	﹤0.01%	3127
2025 Q3	$919K	Buy	16,378 +4,240	+35%	+$94.2K	﹤0.01%	2981
2025 Q2	$150K	Buy	+12,138	New	+$157K	﹤0.01%	3399
2024 Q3	–	Sell	-4,257	Closed	-$97.7K	–	3509
2024 Q2	$97.7K	Hold	4,257	–	–	﹤0.01%	3476
2024 Q1	$106K	Hold	4,257	–	–	﹤0.01%	3302
2023 Q4	$174K	Buy	+4,257	New	+$102K	﹤0.01%	3290

Other funds holding BETR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Charles Schwab's BETR Position: Q2 2026 in Review

Charles Schwab increased its Better Home & Finance Holding (BETR) stake by 79% in Q2 2026, buying an estimated $429K and bringing the position to 30,004 shares worth $825K. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

Charles Schwab first reported a position in BETR in Q4 2023 and has held it in 8 quarters since. The position peaked at $919K in Q3 2025. 89 funds tracked by Wall St. Rank hold BETR as of Q2 2026.

Charles Schwab held 30,004 shares of Better Home & Finance Holding worth $825K as of Q2 2026.
Charles Schwab bought 13,265 Better Home & Finance Holding shares in Q2 2026, an estimated $429K.
Better Home & Finance Holding made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3064 holding.
Charles Schwab first reported a position in Better Home & Finance Holding in Q4 2023 and has held it in 8 quarters since.
Charles Schwab's Better Home & Finance Holding position peaked at $919K in Q3 2025.
89 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.