Schwab Strategic Tr 0 shares owned by Betterment
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by Betterment consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr 0 by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 42k | 26.95 |
| 2025-06-30 | $1.1M | 41k | 26.67 |
| 2025-03-31 | $1.0M | 37k | 26.90 |
| 2024-12-31 | $1.0M | 39k | 25.83 |
| 2024-09-30 | $1.0M | 19k | 53.61 |
| 2024-06-30 | $999k | 19k | 52.03 |
| 2024-03-31 | $993k | 19k | 52.15 |
| 2023-12-31 | $984k | 19k | 52.22 |
| 2023-09-30 | $1.1M | 21k | 50.48 |
| 2023-06-30 | $1.3M | 25k | 52.44 |
| 2023-03-31 | $1.4M | 27k | 53.61 |
| 2022-12-31 | $1.5M | 29k | 51.79 |
| 2022-09-30 | $1.3M | 23k | 55.82 |
| 2022-06-30 | $1.3M | 23k | 55.82 |
| 2022-03-31 | $1.7M | 27k | 60.69 |
| 2021-12-31 | $1.6M | 25k | 62.88 |
| 2021-09-30 | $1.6M | 26k | 62.59 |
| 2021-06-30 | $1.6M | 25k | 62.51 |
| 2021-03-31 | $1.5M | 25k | 61.17 |