Schwab U S Broad Market ETF shares owned by Betterment
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $404M | 18M | 22.70 |
| 2024-09-30 | $403M | 6.1M | 66.52 |
| 2024-06-30 | $388M | 6.2M | 62.87 |
| 2024-03-31 | $386M | 6.3M | 61.05 |
| 2023-12-31 | $363M | 6.5M | 55.67 |
| 2023-09-30 | $336M | 6.7M | 49.85 |
| 2023-06-30 | $357M | 6.9M | 51.70 |
| 2023-03-31 | $340M | 7.1M | 47.85 |
| 2022-12-31 | $325M | 7.2M | 44.81 |
| 2022-09-30 | $328M | 7.4M | 44.19 |
| 2022-06-30 | $328M | 7.4M | 44.19 |
| 2022-03-31 | $398M | 7.4M | 53.39 |
| 2021-12-31 | $425M | 3.8M | 113.01 |
| 2021-09-30 | $407M | 3.9M | 103.86 |
| 2021-06-30 | $425M | 4.1M | 104.27 |
| 2021-03-31 | $410M | 4.2M | 96.71 |
| 2020-12-31 | $412M | 4.5M | 90.99 |
| 2020-09-30 | $384M | 4.8M | 79.64 |
| 2020-06-30 | $391M | 5.3M | 73.47 |
| 2020-03-31 | $363M | 6.0M | 60.43 |
| 2019-12-31 | $501M | 6.5M | 76.88 |
| 2019-09-30 | $505M | 7.2M | 70.53 |
| 2019-06-30 | $505M | 7.2M | 70.53 |
| 2019-03-31 | $463M | 6.8M | 68.05 |
| 2018-12-31 | $405M | 6.8M | 59.93 |
| 2018-09-30 | $224M | 3.2M | 70.39 |
| 2018-06-30 | $216M | 3.3M | 65.99 |
| 2018-03-31 | $190M | 3.0M | 64.03 |
| 2017-12-31 | $140M | 2.2M | 64.52 |
| 2017-09-30 | $135M | 2.2M | 60.91 |
| 2017-06-30 | $130M | 2.2M | 58.46 |
| 2017-03-31 | $130M | 2.3M | 57.06 |
| 2016-12-31 | $132M | 2.4M | 54.18 |
| 2016-09-30 | $113M | 2.2M | 52.32 |
| 2016-06-30 | $104M | 2.1M | 50.30 |
| 2016-03-31 | $94M | 1.9M | 49.28 |
| 2015-12-31 | $62M | 1.3M | 49.04 |
| 2015-09-30 | $49M | 1.1M | 46.38 |
| 2015-06-30 | $27M | 544k | 50.23 |
| 2015-03-31 | $18M | 352k | 50.48 |
| 2014-12-31 | $12M | 242k | 49.82 |