SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 1,696,751 Value ($000) $48 Avg Close — Range —
Q3 2025
Shares 1,533,125 Value ($000) $43 Avg Close — Range —
Q2 2025
Shares 1,551,114 Value ($000) $39 Avg Close — Range —
Q1 2025
Shares 1,246,030 Value ($000) $29 Avg Close — Range —
Q4 2024
Shares 443,404 Value ($000) $11 Avg Close — Range —
Q3 2024
Shares 148,357 Value ($000) $8 Avg Close — Range —
Q2 2024
Shares 102,734 Value ($000) $5 Avg Close — Range —
Q1 2024
Shares 32,465 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 6,412 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 7,009 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 7,843 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 6,054 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 7,149 Value ($000) $0 Avg Close — Range —
Q1 2022
Shares 5,008 Value ($000) $237 Avg Close — Range —
Q4 2021
Shares 2,674 Value ($000) $274 Avg Close — Range —
Q3 2021
Shares 2,633 Value ($000) $264 Avg Close — Range —