Schwab Strategic Tr cmn shares owned by Betterment
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $124M | 4.3M | 29.11 |
| 2025-06-30 | $121M | 4.4M | 27.67 |
| 2025-03-31 | $119M | 4.5M | 26.58 |
| 2024-12-31 | $121M | 4.7M | 26.07 |
| 2024-09-30 | $129M | 1.6M | 80.37 |
| 2024-06-30 | $122M | 1.7M | 74.08 |
| 2024-03-31 | $129M | 1.7M | 75.98 |
| 2023-12-31 | $129M | 1.8M | 70.10 |
| 2023-09-30 | $121M | 1.9M | 64.46 |
| 2023-06-30 | $129M | 1.9M | 67.09 |
| 2023-03-31 | $129M | 2.0M | 65.58 |
| 2022-12-31 | $133M | 2.0M | 66.02 |
| 2022-09-30 | $133M | 2.1M | 62.42 |
| 2022-06-30 | $133M | 2.1M | 62.42 |
| 2022-03-31 | $156M | 2.2M | 71.39 |
| 2021-12-31 | $166M | 2.3M | 73.22 |
| 2021-09-30 | $158M | 2.3M | 67.48 |
| 2021-06-30 | $165M | 2.4M | 68.37 |
| 2021-03-31 | $165M | 2.5M | 65.28 |
| 2020-12-31 | $154M | 2.6M | 59.53 |
| 2020-09-30 | $134M | 2.6M | 52.19 |
| 2020-06-30 | $126M | 2.5M | 50.11 |
| 2020-03-31 | $177M | 4.0M | 44.27 |
| 2019-12-31 | $112M | 1.9M | 60.12 |
| 2019-09-30 | $103M | 1.8M | 56.14 |
| 2019-06-30 | $103M | 1.8M | 56.14 |
| 2019-03-31 | $92M | 1.7M | 54.74 |
| 2018-12-31 | $76M | 1.5M | 49.29 |
| 2018-09-30 | $2.0M | 36k | 56.09 |
| 2018-06-30 | $2.0M | 38k | 53.11 |
| 2018-03-31 | $1.8M | 34k | 52.82 |
| 2017-12-31 | $256k | 4.7k | 54.63 |
| 2017-09-30 | $5.4M | 104k | 51.82 |
| 2017-06-30 | $8.3M | 166k | 50.20 |
| 2017-03-31 | $14M | 286k | 49.68 |
| 2016-12-31 | $27M | 564k | 48.09 |
| 2016-09-30 | $9.8M | 216k | 45.56 |
| 2016-06-30 | $7.4M | 165k | 44.79 |
| 2016-03-31 | $5.8M | 135k | 43.20 |
| 2015-12-31 | $3.3M | 77k | 42.44 |
| 2015-09-30 | $1.9M | 48k | 39.82 |
| 2015-06-30 | $1.6M | 36k | 43.04 |
| 2015-03-31 | $853k | 20k | 43.25 |
| 2014-12-31 | $225k | 5.1k | 44.01 |