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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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All positions including Schwab U S Broad Market ETF held by Betterment consolidated in one spreadsheet with up to 7 years of data

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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
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