Betterment LLC Schwab Short Term Us Treasury Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$47.66 - $48.45 $7,673 - $7,800	161 Added 2.69%	6,149 $297,000
Q3 2023 Nov 09, 2023	BUY	$47.78 - $48.2 $8,457 - $8,531	177 Added 3.05%	5,988 $286,000
Q2 2023 Aug 07, 2023	SELL	$48.06 - $48.89 $20,906 - $21,267	-435 Reduced 6.96%	5,811 $279,000
Q1 2023 May 15, 2023	BUY	$47.8 - $49.0 $25,095 - $25,725	525 Added 9.18%	6,246 $305,000
Q4 2022 Feb 13, 2023	BUY	$47.89 - $48.47 $273,978 - $277,296	5,721 New	5,721 $276,000
Q2 2022 Aug 10, 2022	SELL	$48.73 - $49.59 $222,111 - $226,031	-4,558 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$49.47 - $50.82 $225,484 - $231,637	4,558 New	4,558 $226,000

Others Institutions Holding SCHO

# of Institutions

623

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

Bank Of America Corp Charlotte, NC

78.2M
Shares

$1.89 Billion
0.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$294 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

8.71M
Shares

$210 Million
0.03% of portfolio
Jane Street Group, LLC New York, NY

8.65M
Shares

$209 Million
0.1% of portfolio
Sei Investments CO Oaks, PA

7.75M
Shares

$187 Million
0.51% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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