Betterment LLC Schwab Strategic U.S. Mid Cap Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

A detailed history of Betterment LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Betterment LLC holds 27,616 shares of SCHM stock, worth $770,210. This represents 0.01% of its overall portfolio holdings.

Number of Shares

27,616

Previous 22,473 22.89%

Holding current value

$770,210

Previous $1.75 Million 31.16%

% of portfolio

0.01%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$75.47 - $83.18 $388,142 - $427,794	5,143 Added 22.89%	27,616 $2.29 Million
Q2 2024 Aug 14, 2024	BUY	$75.69 - $81.19 $468,294 - $502,322	6,187 Added 37.99%	22,473 $1.75 Million
Q1 2024 May 10, 2024	BUY	$72.89 - $81.43 $959,086 - $1.07 Million	13,158 Added 420.65%	16,286 $1.33 Million
Q4 2023 Feb 09, 2024	SELL	$63.01 - $75.95 $25,708 - $30,987	-408 Reduced 11.54%	3,128 $235,000
Q3 2023 Nov 09, 2023	SELL	$66.75 - $73.98 $28,702 - $31,811	-430 Reduced 10.84%	3,536 $239,000
Q2 2023 Aug 07, 2023	BUY	$65.29 - $71.03 $258,940 - $281,704	3,966 New	3,966 $282,000

Others Institutions Holding SCHM

# of Institutions

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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