Betterment LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Betterment LLC

$47 Billion
Q2 2025

A detailed history of Betterment LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Betterment LLC holds 21,189 shares of SCHJ stock, worth $525,487. This represents 0.0% of its overall portfolio holdings.

Number of Shares

21,189

Holding current value

$525,487

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$24.32 - $24.81 $515,316 - $525,699	21,189 New	21,189 $526,000

Others Institutions Holding SCHJ

# of Institutions

130

Shares Held

7.36M

Call Options Held

Put Options Held

Columbus Macro, LLC

434K
Shares

$10.8 Million
1.3% of portfolio
Meridian Wealth Management, LLC

396K
Shares

$9.82 Million
0.39% of portfolio
Envestnet Asset Management Inc

378K
Shares

$9.37 Million
0.0% of portfolio
White Wing Wealth Management The Wodlands, TX

345K
Shares

$8.56 Million
5.44% of portfolio
Tap Consulting, LLC

334K
Shares

$8.29 Million
1.74% of portfolio

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About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
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