Betterment LLC Schwab Strategic Tr Us Large C Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

A detailed history of Betterment LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Betterment LLC holds 41,271 shares of SCHG stock, worth $1.16 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

41,271

Previous 22,810 80.93%

Holding current value

$1.16 Million

Previous $2.3 Million 86.91%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$92.63 - $105.69 $1.71 Million - $1.95 Million	18,461 Added 80.93%	41,271 $4.3 Million
Q2 2024 Aug 14, 2024	BUY	$87.04 - $101.61 $288,363 - $336,633	3,313 Added 16.99%	22,810 $2.3 Million
Q1 2024 May 10, 2024	BUY	$80.6 - $93.32 $172,887 - $200,171	2,145 Added 12.36%	19,497 $1.81 Million
Q4 2023 Feb 09, 2024	SELL	$70.08 - $83.37 $12,404 - $14,756	-177 Reduced 1.01%	17,352 $1.44 Million
Q3 2023 Nov 09, 2023	SELL	$71.99 - $78.02 $51,832 - $56,174	-720 Reduced 3.95%	17,529 $1.27 Million
Q2 2023 Aug 07, 2023	SELL	$63.6 - $74.95 $148,124 - $174,558	-2,329 Reduced 11.32%	18,249 $1.37 Million
Q1 2023 May 15, 2023	BUY	$54.19 - $65.17 $37,933 - $45,619	700 Added 3.52%	20,578 $1.34 Million
Q4 2022 Feb 13, 2023	BUY	$54.31 - $60.76 $88,308 - $98,795	1,626 Added 8.91%	19,878 $1.1 Million
Q2 2022 Aug 10, 2022	BUY	$55.73 - $76.55 $187,419 - $257,437	3,363 Added 22.59%	18,252 $1.06 Million
Q1 2022 May 16, 2022	BUY	$65.63 - $82.62 $696,465 - $876,763	10,612 Added 248.12%	14,889 $1.11 Million
Q4 2021 Feb 15, 2022	BUY	$73.11 - $83.4 $312,691 - $356,701	4,277 New	4,277 $700,000

Others Institutions Holding SCHG

# of Institutions

1,315

Shares Held

185M

Call Options Held

140K

Put Options Held

91.5K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

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