Betterment LLC Schwab Strategic U.S. Reit ETF Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Betterment LLC holds 582,627 shares of SCHH stock, worth $12.4 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

582,627

Previous 547,563 6.4%

Holding current value

$12.4 Million

Previous $12.7 Million 3.29%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$20.55 - $23.26 $720,565 - $815,588	35,064 Added 6.4%	582,627 $12.3 Million
Q3 2024 Nov 14, 2024	BUY	$19.78 - $23.53 $324,035 - $385,468	16,382 Added 3.08%	547,563 $12.7 Million
Q2 2024 Aug 14, 2024	SELL	$18.53 - $20.2 $491,545 - $535,845	-26,527 Reduced 4.76%	531,181 $10.6 Million
Q1 2024 May 10, 2024	BUY	$19.39 - $20.93 $1.17 Million - $1.27 Million	60,525 Added 12.17%	557,708 $11.3 Million
Q4 2023 Feb 09, 2024	SELL	$16.76 - $20.95 $237,707 - $297,133	-14,183 Reduced 2.77%	497,183 $10.3 Million
Q3 2023 Nov 09, 2023	BUY	$17.52 - $20.27 $649,343 - $751,267	37,063 Added 7.81%	511,366 $9.08 Million
Q2 2023 Aug 07, 2023	SELL	$18.34 - $19.64 $167,095 - $178,940	-9,111 Reduced 1.88%	474,303 $9.26 Million
Q1 2023 May 15, 2023	SELL	$18.01 - $21.78 $200,379 - $242,324	-11,126 Reduced 2.25%	483,414 $9.43 Million
Q4 2022 Feb 13, 2023	BUY	$17.68 - $20.46 $1.44 Million - $1.67 Million	81,661 Added 19.78%	494,540 $9.54 Million
Q2 2022 Aug 10, 2022	BUY	$20.18 - $25.97 $603,079 - $776,113	29,885 Added 7.8%	412,879 $8.71 Million
Q1 2022 May 16, 2022	BUY	$22.75 - $26.16 $5.35 Million - $6.16 Million	235,365 Added 159.43%	382,994 $9.53 Million
Q4 2021 Feb 15, 2022	BUY	$22.99 - $26.35 $746,531 - $855,637	32,472 Added 28.2%	147,629 $7.78 Million
Q3 2021 Nov 15, 2021	BUY	$22.84 - $24.92 $879,979 - $960,117	38,528 Added 50.28%	115,157 $5.26 Million
Q2 2021 Aug 10, 2021	BUY	$20.92 - $23.68 $499,862 - $565,809	23,894 Added 45.31%	76,629 $3.51 Million
Q1 2021 Jun 01, 2021	BUY	$18.25 - $20.79 $292,109 - $332,764	16,006 Added 43.58%	52,735 $2.17 Million
Q4 2020 Feb 12, 2021	SELL	$17.04 - $19.33 $7,446 - $8,447	-437 Reduced 1.18%	36,729 $1.4 Million
Q3 2020 Nov 10, 2020	BUY	$16.99 - $18.73 $18,926 - $20,865	1,114 Added 3.09%	37,166 $1.32 Million
Q2 2020 Aug 11, 2020	BUY	$14.77 - $20.35 $74,603 - $102,787	5,051 Added 16.29%	36,052 $1.27 Million
Q1 2020 May 14, 2020	SELL	$13.54 - $24.27 $81,497 - $146,081	-6,019 Reduced 16.26%	31,001 $1.02 Million
Q4 2019 Jan 31, 2020	BUY	$22.24 - $24.07 $405,257 - $438,603	18,222 Added 96.94%	37,020 $1.7 Million
Q2 2019 Aug 14, 2019	BUY	N/A	3,233 Added 20.77%	18,798 $835,000
Q1 2019 Apr 11, 2019	BUY	N/A	9,738 Added 167.12%	15,565 $692,000
Q4 2018 Feb 06, 2019	BUY	N/A	5,827 New	5,827 $224,000
Q3 2018 Nov 14, 2018	SELL	N/A	-6,632 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	6,632 New	6,632 $277,000

Others Institutions Holding SCHH

# of Institutions

556

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

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