Schwab U S Large Cap Growth ETF shares owned by Betterment
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 231k | 31.91 |
| 2025-06-30 | $6.4M | 218k | 29.21 |
| 2025-03-31 | $5.3M | 214k | 25.04 |
| 2024-12-31 | $4.5M | 160k | 27.87 |
| 2024-09-30 | $4.3M | 41k | 104.19 |
| 2024-06-30 | $2.3M | 23k | 100.83 |
| 2024-03-31 | $1.8M | 20k | 92.73 |
| 2023-12-31 | $1.4M | 17k | 82.99 |
| 2023-09-30 | $1.3M | 18k | 72.74 |
| 2023-06-30 | $1.4M | 18k | 74.96 |
| 2023-03-31 | $1.3M | 21k | 65.17 |
| 2022-12-31 | $1.1M | 20k | 55.54 |
| 2022-09-30 | $1.1M | 18k | 57.97 |
| 2022-06-30 | $1.1M | 18k | 57.97 |
| 2022-03-31 | $1.1M | 15k | 74.82 |
| 2021-12-31 | $700k | 4.3k | 163.67 |
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