Betterment LLC Schwab Strategic Tr Us Small C Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Betterment LLC holds 1,246,030 shares of SCHA stock, worth $32.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,246,030

Previous 443,404 181.01%

Holding current value

$32.1 Million

Previous $11.5 Million 154.61%

% of portfolio

0.07%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$23.16 - $27.04 $18.6 Million - $21.7 Million	802,626 Added 181.01%	1,246,030 $29.2 Million
Q4 2024 Feb 14, 2025	BUY	$25.33 - $51.16 $7.47 Million - $15.1 Million	295,047 Added 198.88%	443,404 $11.5 Million
Q3 2024 Nov 14, 2024	BUY	$46.9 - $51.96 $2.14 Million - $2.37 Million	45,623 Added 44.41%	148,357 $7.64 Million
Q2 2024 Aug 14, 2024	BUY	$45.24 - $49.04 $3.18 Million - $3.45 Million	70,269 Added 216.45%	102,734 $4.88 Million
Q1 2024 May 10, 2024	BUY	$44.84 - $49.24 $1.17 Million - $1.28 Million	26,053 Added 406.32%	32,465 $1.6 Million
Q4 2023 Feb 09, 2024	SELL	$38.13 - $48.02 $22,763 - $28,667	-597 Reduced 8.52%	6,412 $302,000
Q3 2023 Nov 09, 2023	SELL	$40.85 - $46.1 $34,068 - $38,447	-834 Reduced 10.63%	7,009 $290,000
Q2 2023 Aug 07, 2023	BUY	$39.91 - $43.82 $71,398 - $78,393	1,789 Added 29.55%	7,843 $344,000
Q1 2023 May 15, 2023	SELL	$39.82 - $46.36 $43,602 - $50,764	-1,095 Reduced 15.32%	6,054 $254,000
Q4 2022 Feb 13, 2023	BUY	$38.25 - $43.54 $273,449 - $311,267	7,149 New	7,149 $290,000
Q2 2022 Aug 10, 2022	SELL	$37.88 - $48.01 $189,703 - $240,434	-5,008 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$44.42 - $51.73 $103,676 - $120,737	2,334 Added 87.28%	5,008 $237,000
Q4 2021 Feb 15, 2022	BUY	$48.64 - $55.07 $1,994 - $2,257	41 Added 1.56%	2,674 $274,000
Q3 2021 Nov 15, 2021	BUY	$48.3 - $52.49 $127,173 - $138,206	2,633 New	2,633 $264,000

Others Institutions Holding SCHA

# of Institutions

1,263

Shares Held

257M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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