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 $125 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
$125 Million
Previous $121 Million
2.17%
% of portfolio
0.28%
Previous 0.29%
Shares
30 transactions
Others Institutions Holding SCHV
# of Institutions
935Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.13 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$920 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.5MShares$460 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$322 Million0.73% of portfolio