Betterment LLC Schwab Strategic Tr Us Broad M Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Betterment LLC holds 17,254,102 shares of SCHB stock, worth $424 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

17,254,102

Previous 17,773,620 2.92%

Holding current value

$424 Million

Previous $403 Million 7.93%

% of portfolio

0.88%

Previous 0.97%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$21.23 - $23.75 $11 Million - $12.3 Million	-519,518 Reduced 2.92%	17,254,102 $371 Million
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $258 Million - $783 Million	11,718,291 Added 193.52%	17,773,620 $403 Million
Q3 2024 Nov 14, 2024	SELL	$59.93 - $66.52 $6.93 Million - $7.7 Million	-115,694 Reduced 1.87%	6,055,329 $403 Million
Q2 2024 Aug 14, 2024	SELL	$57.57 - $63.3 $8.36 Million - $9.2 Million	-145,289 Reduced 2.3%	6,171,023 $388 Million
Q1 2024 May 10, 2024	SELL	$54.61 - $61.05 $11 Million - $12.3 Million	-201,136 Reduced 3.09%	6,316,312 $386 Million
Q4 2023 Feb 09, 2024	SELL	$47.61 - $55.91 $10.4 Million - $12.2 Million	-217,757 Reduced 3.23%	6,517,448 $363 Million
Q3 2023 Nov 09, 2023	SELL	$49.59 - $53.57 $8.12 Million - $8.77 Million	-163,675 Reduced 2.37%	6,735,205 $336 Million
Q2 2023 Aug 07, 2023	SELL	$47.08 - $51.7 $10.1 Million - $11.1 Million	-215,517 Reduced 3.03%	6,898,880 $357 Million
Q1 2023 May 15, 2023	SELL	$44.47 - $49.23 $5.65 Million - $6.25 Million	-126,967 Reduced 1.75%	7,114,397 $340 Million
Q4 2022 Feb 13, 2023	SELL	$41.94 - $47.81 $7.23 Million - $8.24 Million	-172,364 Reduced 2.32%	7,241,364 $324 Million
Q2 2022 Aug 10, 2022	SELL	$42.93 - $53.98 $1.33 Million - $1.67 Million	-30,985 Reduced 0.42%	7,413,728 $328 Million
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $181 Million - $210 Million	3,686,885 Added 98.11%	7,444,713 $397 Million
Q4 2021 Feb 15, 2022	SELL	$51.87 - $56.86 $8.46 Million - $9.27 Million	-163,068 Reduced 4.16%	3,757,828 $425 Million
Q3 2021 Nov 15, 2021	SELL	$51.32 - $54.83 $7.98 Million - $8.53 Million	-155,493 Reduced 3.81%	3,920,896 $407 Million
Q2 2021 Aug 10, 2021	SELL	$48.92 - $52.14 $8.03 Million - $8.56 Million	-164,083 Reduced 3.87%	4,076,389 $425 Million
Q1 2021 Jun 01, 2021	SELL	$44.89 - $48.81 $12.6 Million - $13.7 Million	-281,644 Reduced 6.23%	4,240,472 $410 Million
Q4 2020 Feb 12, 2021	SELL	$39.03 - $45.5 $11.5 Million - $13.4 Million	-293,657 Reduced 6.1%	4,522,116 $411 Million
Q3 2020 Nov 10, 2020	SELL	$36.93 - $42.52 $18.4 Million - $21.2 Million	-498,954 Reduced 9.39%	4,815,773 $384 Million
Q2 2020 Aug 11, 2020	SELL	$28.84 - $38.49 $19.8 Million - $26.4 Million	-686,656 Reduced 11.44%	5,314,727 $390 Million
Q1 2020 May 14, 2020	SELL	$26.18 - $40.44 $13.3 Million - $20.6 Million	-509,746 Reduced 7.83%	6,001,383 $363 Million
Q4 2019 Jan 31, 2020	SELL	$34.47 - $38.58 $22.4 Million - $25.1 Million	-650,749 Reduced 9.09%	6,511,129 $501 Million
Q2 2019 Aug 14, 2019	BUY	N/A	359,130 Added 5.28%	7,161,878 $505 Million
Q1 2019 Apr 11, 2019	BUY	N/A	46,922 Added 0.69%	6,802,748 $463 Million
Q4 2018 Feb 06, 2019	BUY	N/A	3,570,450 Added 112.09%	6,755,826 $405 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-87,284 Reduced 2.67%	3,185,376 $224 Million
Q2 2018 Aug 13, 2018	BUY	N/A	304,333 Added 10.25%	3,272,660 $216 Million
Q1 2018 May 14, 2018	BUY	N/A	803,812 Added 37.14%	2,968,327 $190 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-58,892 Reduced 2.65%	2,164,515 $140 Million
Q3 2017 Nov 17, 2017	BUY	N/A	279 Added 0.01%	2,223,407 $135 Million
Q2 2017 Aug 14, 2017	BUY	N/A	2,223,128	2,223,128 $130 Million

Others Institutions Holding SCHB

# of Institutions

1,327

Shares Held

496M

Call Options Held

350K

Put Options Held

28.3K

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