Schwab U S Small Cap ETF shares owned by Betterment
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $43M | 1.5M | 27.90 |
| 2025-06-30 | $39M | 1.6M | 25.30 |
| 2025-03-31 | $29M | 1.2M | 23.43 |
| 2024-12-31 | $12M | 443k | 25.86 |
| 2024-09-30 | $7.6M | 148k | 51.50 |
| 2024-06-30 | $4.9M | 103k | 47.45 |
| 2024-03-31 | $1.6M | 33k | 49.25 |
| 2023-12-31 | $303k | 6.4k | 47.26 |
| 2023-09-30 | $290k | 7.0k | 41.38 |
| 2023-06-30 | $344k | 7.8k | 43.86 |
| 2023-03-31 | $254k | 6.1k | 41.96 |
| 2022-12-31 | $290k | 7.1k | 40.57 |
| 2022-03-31 | $237k | 5.0k | 47.32 |
| 2021-12-31 | $274k | 2.7k | 102.47 |
| 2021-09-30 | $264k | 2.6k | 100.27 |