Schwab Strategic Tr us dividend eq shares owned by Betterment
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 31k | 84.55 |
| 2024-06-30 | $1.8M | 24k | 77.76 |
| 2024-03-31 | $1.7M | 21k | 80.65 |
| 2023-12-31 | $1.1M | 15k | 76.15 |
| 2023-09-30 | $1.2M | 17k | 70.78 |
| 2023-06-30 | $1.5M | 20k | 72.61 |
| 2023-03-31 | $535k | 7.3k | 73.11 |
| 2022-12-31 | $379k | 5.0k | 75.60 |
| 2022-03-31 | $488k | 6.2k | 78.95 |
| 2021-12-31 | $248k | 3.1k | 80.81 |
| 2021-09-30 | $221k | 3.0k | 74.16 |
| 2021-06-30 | $206k | 2.7k | 75.49 |
| 2021-03-31 | $236k | 3.2k | 72.93 |
| 2020-12-31 | $263k | 4.1k | 64.24 |
| 2020-09-30 | $208k | 3.8k | 55.36 |
| 2019-12-31 | $326k | 5.6k | 57.85 |
| 2019-09-30 | $260k | 4.9k | 53.16 |
| 2019-06-30 | $260k | 4.9k | 53.16 |
| 2019-03-31 | $227k | 4.3k | 52.20 |
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