Betterment LLC Schwab Strategic Tr Us Dividen Transaction History

Betterment LLC

$38.6 Billion
Q2 2024

A detailed history of Betterment LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Betterment LLC holds 23,713 shares of SCHD stock, worth $2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

23,713

Previous 20,930 13.3%

Holding current value

$2 Million

Previous $1.69 Million 9.31%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,659

Shares Held

273M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.

Account