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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

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All positions including Schwab Strategic Tr 0 held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Betterment

Quarter filed Position value Share count Share price at filing
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