Skip to content
Disclosery

Betterment LLC: SCHH position timeline

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

Betterment LLC held 794,598 SCHH 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 794,598 shares
    Change vs previous 13F -1,146 shares

    0.03% of the 13F portfolio, value $18,816,000.

    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 795,744 shares
    Change vs previous 13F +26,534 shares

    0.03% of the 13F portfolio, value $17,101,000.

    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 769,210 shares
    Change vs previous 13F +61,581 shares

    0.03% of the 13F portfolio, value $16,069,000.

    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 707,629 shares
    Change vs previous 13F +73,692 shares

    0.03% of the 13F portfolio, value $15,264,000.

    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 633,937 shares
    Change vs previous 13F +30,852 shares

    0.03% of the 13F portfolio, value $13,414,000.

    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 603,085 shares
    Change vs previous 13F +20,458 shares

    0.03% of the 13F portfolio, value $12,972,000.

    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 582,627 shares
    Change vs previous 13F +35,064 shares

    0.03% of the 13F portfolio, value $12,270,000.

    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 547,563 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,687,000.

    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).