SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 104,700 Value ($000) $3 Avg Close — Range —
Q3 2025
Shares 140,691 Value ($000) $4 Avg Close — Range —
Q2 2025
Shares 183,608 Value ($000) $5 Avg Close — Range —
Q1 2025
Shares 157,139 Value ($000) $4 Avg Close — Range —
Q4 2024
Shares 79,708 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 27,616 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 22,473 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 16,286 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 3,128 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 3,536 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 3,966 Value ($000) $0 Avg Close — Range —