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Disclosery

Betterment LLC: SCHD position timeline

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

Betterment LLC held 325,702 SCHD 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 325,702 shares
    Change vs previous 13F +54,522 shares

    0.02% of the 13F portfolio, value $10,328,000.

    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 271,180 shares
    Change vs previous 13F +117,874 shares

    0.02% of the 13F portfolio, value $8,320,000.

    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 153,306 shares
    Change vs previous 13F +47,638 shares

    0.01% of the 13F portfolio, value $4,205,000.

    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 105,668 shares
    Change vs previous 13F -11,660 shares

    0.01% of the 13F portfolio, value $2,885,000.

    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 117,328 shares
    Change vs previous 13F -28,521 shares

    0.01% of the 13F portfolio, value $3,109,000.

    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 145,849 shares
    Change vs previous 13F +48,507 shares

    0.01% of the 13F portfolio, value $4,078,000.

    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 97,342 shares
    Change vs previous 13F +66,400 shares

    0.01% of the 13F portfolio, value $2,659,000.

    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 30,942 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,616,000.

    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).