Betterment LLC Schwab Fundamental U S Large C Transaction History

Betterment LLC

$50.6 Billion
Q3 2025

A detailed history of Betterment LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Betterment LLC holds 33,459 shares of FNDX stock, worth $889,005. This represents 0.0% of its overall portfolio holdings.

Number of Shares

33,459

Previous 28,997 15.39%

Holding current value

$889,005

Previous $712,000 23.6%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$24.38 - $26.34 $108,783 - $117,529	4,462 Added 15.39%	33,459 $880,000
Q2 2025 Aug 14, 2025	BUY	$20.84 - $24.54 $324,270 - $381,842	15,560 Added 115.8%	28,997 $712,000
Q1 2025 May 15, 2025	SELL	$23.03 - $25.01 $33,761 - $36,664	-1,466 Reduced 9.84%	13,437 $317,000
Q4 2024 Feb 14, 2025	BUY	$23.49 - $71.77 $230,201 - $703,346	9,800 Added 192.04%	14,903 $352,000
Q3 2024 Nov 14, 2024	SELL	$65.36 - $71.76 $12,026 - $13,203	-184 Reduced 3.48%	5,103 $366,000

Q2 2024 Aug 14, 2024	SELL	$63.87 - $67.55 $156,545 - $165,565	-2,451 Reduced 31.67%	5,287 $354,000
Q1 2024 May 10, 2024	BUY	$60.89 - $67.39 $95,475 - $105,667	1,568 Added 25.41%	7,738 $521,000
Q4 2023 Feb 09, 2024	SELL	$53.46 - $62.11 $6,522 - $7,577	-122 Reduced 1.94%	6,170 $382,000
Q3 2023 Nov 09, 2023	BUY	$55.81 - $59.78 $351,156 - $376,135	6,292 New	6,292 $352,000

Others Institutions Holding FNDX

# of Institutions

770

Shares Held

631M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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