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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm 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 intrm trm by Betterment

Quarter filed Position value Share count Share price at filing
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

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Hilton Capital Management
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management
Moisand Fitzgerald Tamayo
CWM

View all funds holding Schwab Strategic Tr intrm trm