SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 18,148,928 Value ($000) $488 Avg Close — Range —
Q3 2025
Shares 18,084,620 Value ($000) $476 Avg Close — Range —
Q2 2025
Shares 18,749,171 Value ($000) $458 Avg Close — Range —
Q1 2025
Shares 13,225,086 Value ($000) $292 Avg Close — Range —
Q4 2024
Shares 6,023,300 Value ($000) $140 Avg Close — Range —
Q3 2024
Shares 1,987,795 Value ($000) $135 Avg Close — Range —
Q2 2024
Shares 992,986 Value ($000) $64 Avg Close — Range —
Q1 2024
Shares 237,030 Value ($000) $15 Avg Close — Range —
Q4 2023
Shares 158,147 Value ($000) $9 Avg Close — Range —
Q3 2023
Shares 164,652 Value ($000) $8 Avg Close — Range —
Q2 2023
Shares 151,122 Value ($000) $8 Avg Close — Range —
Q1 2023
Shares 139,703 Value ($000) $7 Avg Close — Range —
Q4 2022
Shares 142,764 Value ($000) $6 Avg Close — Range —
Q3 2022
Shares 139,171 Value ($000) $6,215 Avg Close — Range —
Q2 2022
Shares 139,171 Value ($000) $6,215 Avg Close — Range —
Q1 2022
Shares 102,793 Value ($000) $5,535 Avg Close — Range —
Q4 2021
Shares 3,543 Value ($000) $403 Avg Close — Range —
Q3 2021
Shares 3,441 Value ($000) $358 Avg Close — Range —
Q2 2021
Shares 3,392 Value ($000) $353 Avg Close — Range —