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Disclosery

Betterment LLC: SCHB position timeline

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

Betterment LLC held 15,292,144 SCHB 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 15,292,144 shares
    Change vs previous 13F -425,710 shares

    0.75% of the 13F portfolio, value $442,860,000.

    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 15,717,854 shares
    Change vs previous 13F -438,408 shares

    0.75% of the 13F portfolio, value $394,518,000.

    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 16,156,262 shares
    Change vs previous 13F -347,851 shares

    0.81% of the 13F portfolio, value $423,779,000.

    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 16,504,113 shares
    Change vs previous 13F -323,285 shares

    0.84% of the 13F portfolio, value $424,321,000.

    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 16,827,398 shares
    Change vs previous 13F -426,704 shares

    0.85% of the 13F portfolio, value $400,997,000.

    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 17,254,102 shares
    Change vs previous 13F -519,518 shares

    0.88% of the 13F portfolio, value $371,481,000.

    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 17,773,620 shares
    Change vs previous 13F +11,718,291 shares

    0.96% of the 13F portfolio, value $403,461,000.

    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 6,055,329 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $402,800,000.

    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).