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Disclosery

Betterment LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Betterment LLC on SCHA, newest first. How the timeline and the estimate are built.

Betterment LLC held 1,753,579 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,753,579 shares
    Change vs previous 13F -86,317 shares

    0.11% of the 13F portfolio, value $63,357,000.

    13F-HR 0001633901-26-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,839,896 shares
    Change vs previous 13F +143,145 shares

    0.1% of the 13F portfolio, value $53,504,000.

    13F-HR 0001633901-26-000003 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,696,751 shares
    Change vs previous 13F +163,626 shares

    0.09% of the 13F portfolio, value $48,323,000.

    13F-HR 0001633901-26-000002 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,533,125 shares
    Change vs previous 13F -17,989 shares

    0.08% of the 13F portfolio, value $42,774,000.

    13F-HR 0001633901-25-000010 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,551,114 shares
    Change vs previous 13F +305,084 shares

    0.08% of the 13F portfolio, value $39,243,000.

    13F-HR 0001633901-25-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,246,030 shares
    Change vs previous 13F +802,626 shares

    0.07% of the 13F portfolio, value $29,194,000.

    13F-HR 0001633901-25-000006 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 443,404 shares
    Change vs previous 13F +295,047 shares

    0.03% of the 13F portfolio, value $11,466,000.

    13F-HR 0001633901-25-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 148,357 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,640,000.

    13F-HR 0001633901-24-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).