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

Betterment LLC

  • $38.6 Billion
  • Q2 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 22,473 shares of SCHM stock, worth $1.85 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,473
Previous 16,286 37.99%
Holding current value
$1.85 Million
Previous $1.33 Million 31.9%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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