Betterment LLC Schwab Strategic Tr Us Large C Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Betterment LLC holds 4,464,267 shares of SCHV stock, worth $126 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

4,464,267

Previous 4,652,799 4.05%

Holding current value

$126 Million

Previous $121 Million 2.17%

% of portfolio

0.28%

Previous 0.29%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$25.77 - $27.6 $4.86 Million - $5.2 Million	-188,532 Reduced 4.05%	4,464,267 $119 Million
Q4 2024 Feb 14, 2025	BUY	$25.79 - $80.4 $78.6 Million - $245 Million	3,047,098 Added 189.77%	4,652,799 $121 Million
Q3 2024 Nov 14, 2024	SELL	$73.43 - $80.37 $3.29 Million - $3.6 Million	-44,790 Reduced 2.71%	1,605,701 $129 Million
Q2 2024 Aug 14, 2024	SELL	$71.74 - $75.86 $3.68 Million - $3.89 Million	-51,321 Reduced 3.02%	1,650,491 $122 Million
Q1 2024 May 10, 2024	SELL	$68.82 - $75.98 $9.32 Million - $10.3 Million	-135,473 Reduced 7.37%	1,701,812 $129 Million
Q4 2023 Feb 09, 2024	SELL	$61.16 - $70.24 $2.17 Million - $2.49 Million	-35,430 Reduced 1.89%	1,837,285 $129 Million
Q3 2023 Nov 09, 2023	SELL	$64.45 - $69.39 $3.29 Million - $3.54 Million	-51,070 Reduced 2.65%	1,872,715 $121 Million
Q2 2023 Aug 07, 2023	SELL	$63.33 - $67.21 $2.78 Million - $2.95 Million	-43,851 Reduced 2.23%	1,923,785 $129 Million
Q1 2023 May 15, 2023	SELL	$62.59 - $69.3 $2.69 Million - $2.98 Million	-42,940 Reduced 2.14%	1,967,636 $129 Million
Q4 2022 Feb 13, 2023	SELL	$59.13 - $69.24 $7.25 Million - $8.49 Million	-122,623 Reduced 5.75%	2,010,576 $133 Million
Q2 2022 Aug 10, 2022	SELL	$60.93 - $72.3 $3.04 Million - $3.61 Million	-49,868 Reduced 2.28%	2,133,199 $133 Million
Q1 2022 May 16, 2022	SELL	$67.71 - $74.19 $5.56 Million - $6.09 Million	-82,106 Reduced 3.62%	2,183,067 $156 Million
Q4 2021 Feb 15, 2022	SELL	$67.9 - $73.3 $5.05 Million - $5.45 Million	-74,399 Reduced 3.18%	2,265,173 $166 Million
Q3 2021 Nov 15, 2021	SELL	$66.91 - $71.05 $4.78 Million - $5.08 Million	-71,458 Reduced 2.96%	2,339,572 $158 Million
Q2 2021 Aug 10, 2021	SELL	$65.81 - $69.75 $8.06 Million - $8.54 Million	-122,465 Reduced 4.83%	2,411,030 $165 Million
Q1 2021 Jun 01, 2021	SELL	$58.71 - $65.66 $2.96 Million - $3.31 Million	-50,380 Reduced 1.95%	2,533,495 $165 Million
Q4 2020 Feb 12, 2021	BUY	$50.83 - $59.53 $738,509 - $864,911	14,529 Added 0.57%	2,583,875 $154 Million
Q3 2020 Nov 10, 2020	BUY	$49.44 - $54.86 $2.73 Million - $3.03 Million	55,213 Added 2.2%	2,569,346 $134 Million
Q2 2020 Aug 11, 2020	SELL	$42.21 - $55.29 $62.6 Million - $82 Million	-1,483,814 Reduced 37.11%	2,514,133 $126 Million
Q1 2020 May 14, 2020	BUY	$38.4 - $61.03 $82.2 Million - $131 Million	2,140,259 Added 115.21%	3,997,947 $177 Million
Q4 2019 Jan 31, 2020	BUY	$54.73 - $60.25 $1.2 Million - $1.32 Million	21,881 Added 1.19%	1,857,688 $112 Million
Q2 2019 Aug 14, 2019	BUY	N/A	157,788 Added 9.4%	1,835,807 $103 Million
Q1 2019 Apr 11, 2019	BUY	N/A	144,447 Added 9.42%	1,678,019 $91.9 Million
Q4 2018 Feb 06, 2019	BUY	N/A	1,498,112 Added 4224.79%	1,533,572 $75.6 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-2,614 Reduced 6.87%	35,460 $1.99 Million
Q2 2018 Aug 13, 2018	BUY	N/A	3,654 Added 10.62%	38,074 $2.02 Million
Q1 2018 May 14, 2018	BUY	N/A	29,734 Added 634.53%	34,420 $1.82 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-99,200 Reduced 95.49%	4,686 $256,000
Q3 2017 Nov 17, 2017	SELL	N/A	-62,127 Reduced 37.42%	103,886 $5.38 Million
Q2 2017 Aug 14, 2017	BUY	N/A	166,013	166,013 $8.33 Million

Others Institutions Holding SCHV

# of Institutions

938

Shares Held

336M

Call Options Held

Put Options Held

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