Schwab Strategic Tr intrm trm shares owned by Betterment
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 76k | 25.08 |
| 2025-09-30 | $1.7M | 68k | 25.13 |
| 2025-06-30 | $1.6M | 64k | 25.03 |
| 2025-03-31 | $1.6M | 64k | 24.86 |
| 2024-12-31 | $1.5M | 61k | 24.29 |
| 2024-09-30 | $1.3M | 26k | 50.59 |
| 2024-06-30 | $1.1M | 24k | 48.78 |
| 2024-03-31 | $441k | 9.0k | 49.06 |
| 2023-12-31 | $429k | 8.6k | 49.77 |
| 2023-09-30 | $305k | 6.4k | 47.95 |
| 2023-06-30 | $288k | 5.9k | 49.22 |
| 2023-03-31 | $202k | 4.0k | 50.45 |
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