Betterment LLC Schwab Strategic Tr Us Broad M Transaction History
Betterment LLC
- $47 Billion
- Q2 2025
A detailed history of Betterment LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Betterment LLC holds 16,827,398 shares of SCHB stock, worth $413 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
16,827,398
Previous 17,254,102
2.47%
Holding current value
$413 Million
Previous $371 Million
7.95%
% of portfolio
0.85%
Previous 0.88%
Shares
31 transactions
Others Institutions Holding SCHB
# of Institutions
1,344Shares Held
569MCall Options Held
500KPut Options Held
21.5K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.59 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$323 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$300 Million3.25% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio