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Disclosery

Betterment LLC: SCHF position timeline

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

Betterment LLC held 20,561,168 SCHF 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 20,561,168 shares
    Change vs previous 13F -648,196 shares

    0.96% of the 13F portfolio, value $569,544,000.

    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 21,209,364 shares
    Change vs previous 13F -651,134 shares

    0.99% of the 13F portfolio, value $524,932,000.

    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 21,860,498 shares
    Change vs previous 13F -512,447 shares

    1% of the 13F portfolio, value $525,526,000.

    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 22,372,945 shares
    Change vs previous 13F -569,196 shares

    1.03% of the 13F portfolio, value $520,842,000.

    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 22,942,141 shares
    Change vs previous 13F -653,434 shares

    1.08% of the 13F portfolio, value $507,021,000.

    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 23,595,575 shares
    Change vs previous 13F -954,544 shares

    1.11% of the 13F portfolio, value $466,720,000.

    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 24,550,119 shares
    Change vs previous 13F +12,054,059 shares

    1.08% of the 13F portfolio, value $454,177,000.

    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 12,496,060 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $513,838,000.

    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).