Betterment LLC Schwab Strategic Tr Us Dividen Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Betterment LLC holds 97,342 shares of SCHD stock, worth $2.67 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

97,342

Previous 30,942 214.6%

Holding current value

$2.67 Million

Previous $2.62 Million 1.68%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $1.79 Million - $5.64 Million	66,400 Added 214.6%	97,342 $2.66 Million
Q3 2024 Nov 14, 2024	BUY	$77.02 - $85.06 $556,777 - $614,898	7,229 Added 30.49%	30,942 $2.62 Million
Q2 2024 Aug 14, 2024	BUY	$75.81 - $80.15 $210,979 - $223,057	2,783 Added 13.3%	23,713 $1.84 Million
Q1 2024 May 10, 2024	BUY	$75.25 - $80.63 $480,998 - $515,386	6,392 Added 43.97%	20,930 $1.69 Million
Q4 2023 Feb 09, 2024	SELL	$66.9 - $76.32 $170,126 - $194,081	-2,543 Reduced 14.89%	14,538 $1.11 Million
Q3 2023 Nov 09, 2023	SELL	$70.63 - $75.66 $212,878 - $228,039	-3,014 Reduced 15.0%	17,081 $1.21 Million
Q2 2023 Aug 07, 2023	BUY	$69.18 - $73.94 $883,912 - $944,731	12,777 Added 174.6%	20,095 $1.46 Million
Q1 2023 May 15, 2023	BUY	$70.28 - $78.03 $161,995 - $179,859	2,305 Added 45.98%	7,318 $535,000
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $336,673 - $396,327	5,013 New	5,013 $379,000
Q2 2022 Aug 10, 2022	SELL	$70.31 - $80.24 $434,586 - $495,963	-6,181 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$75.14 - $81.94 $233,835 - $254,997	3,112 Added 101.4%	6,181 $488,000
Q4 2021 Feb 15, 2022	BUY	$74.93 - $80.86 $6,668 - $7,196	89 Added 2.99%	3,069 $248,000
Q3 2021 Nov 15, 2021	BUY	$74.23 - $78.13 $18,631 - $19,610	251 Added 9.2%	2,980 $221,000
Q2 2021 Aug 10, 2021	SELL	$73.32 - $77.65 $37,173 - $39,368	-507 Reduced 15.67%	2,729 $206,000
Q1 2021 Jun 01, 2021	SELL	$63.23 - $73.67 $54,251 - $63,208	-858 Reduced 20.96%	3,236 $236,000
Q4 2020 Feb 12, 2021	BUY	$54.8 - $65.16 $18,467 - $21,958	337 Added 8.97%	4,094 $263,000
Q3 2020 Nov 10, 2020	BUY	$50.37 - $58.54 $189,240 - $219,934	3,757 New	3,757 $208,000
Q1 2020 May 14, 2020	SELL	$39.5 - $59.28 $222,582 - $334,042	-5,635 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$52.87 - $58.15 $39,335 - $43,263	744 Added 15.21%	5,635 $326,000
Q2 2019 Aug 14, 2019	BUY	N/A	542 Added 12.46%	4,891 $260,000
Q1 2019 Apr 11, 2019	BUY	N/A	4,349 New	4,349 $227,000

Others Institutions Holding SCHD

# of Institutions

1,945

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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