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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$150K	Buy	+12,138	New	+$150K	﹤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%	3301
2023 Q4	$174K	Buy	+4,257	New	+$174K	﹤0.01%	3289