Betterment LLC Schwab Strategic Tr Us Large C Transaction History

Betterment LLC

$41.6 Billion
Q4 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 160,052 shares of SCHG stock, worth $3.99 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

160,052

Previous 41,271 287.81%

Holding current value

$3.99 Million

Previous $4.3 Million 3.75%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $3.08 Million - $12.5 Million	118,781 Added 287.81%	160,052 $4.46 Million
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

1,475

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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