SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Betterment LLC's Holding History (CIK: 0001633901)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,156,262 Value ($000) $424 Avg Close — Range —
Q3 2025
Shares 16,504,113 Value ($000) $424 Avg Close — Range —
Q2 2025
Shares 16,827,398 Value ($000) $401 Avg Close — Range —
Q1 2025
Shares 17,254,102 Value ($000) $371 Avg Close — Range —
Q4 2024
Shares 17,773,620 Value ($000) $403 Avg Close — Range —
Q3 2024
Shares 6,055,329 Value ($000) $403 Avg Close — Range —
Q2 2024
Shares 6,171,023 Value ($000) $388 Avg Close — Range —
Q1 2024
Shares 6,316,312 Value ($000) $386 Avg Close — Range —
Q4 2023
Shares 6,517,448 Value ($000) $363 Avg Close — Range —
Q3 2023
Shares 6,735,205 Value ($000) $336 Avg Close — Range —
Q2 2023
Shares 6,898,880 Value ($000) $357 Avg Close — Range —
Q1 2023
Shares 7,114,397 Value ($000) $340 Avg Close — Range —
Q4 2022
Shares 7,241,364 Value ($000) $324 Avg Close — Range —
Q3 2022
Shares 7,413,728 Value ($000) $327,613 Avg Close — Range —
Q2 2022
Shares 7,413,728 Value ($000) $327,613 Avg Close — Range —
Q1 2022
Shares 7,444,713 Value ($000) $397,473 Avg Close — Range —
Q4 2021
Shares 3,757,828 Value ($000) $424,672 Avg Close — Range —
Q3 2021
Shares 3,920,896 Value ($000) $407,224 Avg Close — Range —
Q2 2021
Shares 4,076,389 Value ($000) $425,045 Avg Close — Range —
Q1 2021
Shares 4,240,472 Value ($000) $410,096 Avg Close — Range —
Q4 2020
Shares 4,522,116 Value ($000) $411,467 Avg Close — Range —
Q3 2020
Shares 4,815,773 Value ($000) $383,528 Avg Close — Range —
Q2 2020
Shares 5,314,727 Value ($000) $390,473 Avg Close — Range —
Q1 2020
Shares 6,001,383 Value ($000) $362,664 Avg Close — Range —
Q4 2019
Shares 6,511,129 Value ($000) $500,576 Avg Close — Range —
Q3 2019
Shares 7,161,878 Value ($000) $505,127 Avg Close — Range —
Q2 2019
Shares 7,161,878 Value ($000) $505,127 Avg Close — Range —
Q1 2019
Shares 6,802,748 Value ($000) $462,927 Avg Close — Range —
Q4 2018
Shares 6,755,826 Value ($000) $404,877 Avg Close — Range —
Q3 2018
Shares 3,185,376 Value ($000) $224,219 Avg Close — Range —
Q2 2018
Shares 3,272,660 Value ($000) $215,963 Avg Close — Range —
Q1 2018
Shares 2,968,327 Value ($000) $190,062 Avg Close — Range —
Q4 2017
Shares 2,164,515 Value ($000) $139,655 Avg Close — Range —
Q3 2017
Shares 2,223,407 Value ($000) $135,428 Avg Close — Range —
Q2 2017
Shares 2,223,128 Value ($000) $129,964 Avg Close — Range —
Q1 2017
Shares 2,281,642 Value ($000) $130,190 Avg Close — Range —
Q4 2016
Shares 2,430,142 Value ($000) $131,665 Avg Close — Range —
Q3 2016
Shares 2,168,363 Value ($000) $113,449 Avg Close — Range —
Q2 2016
Shares 2,057,233 Value ($000) $103,479 Avg Close — Range —
Q1 2016
Shares 1,897,887 Value ($000) $93,528 Avg Close — Range —
Q4 2015
Shares 1,267,825 Value ($000) $62,174 Avg Close — Range —
Q3 2015
Shares 1,060,440 Value ($000) $49,183 Avg Close — Range —
Q2 2015
Shares 544,373 Value ($000) $27,344 Avg Close — Range —
Q1 2015
Shares 351,721 Value ($000) $17,755 Avg Close — Range —
Q4 2014
Shares 241,916 Value ($000) $12,052 Avg Close — Range —