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Disclosery

Betterment LLC: SCHM position timeline

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

Betterment LLC held 74,014 SCHM 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 74,014 shares
    Change vs previous 13F -26,113 shares

    <0.01% of the 13F portfolio, value $2,729,000.

    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 100,127 shares
    Change vs previous 13F -4,573 shares

    0.01% of the 13F portfolio, value $3,100,000.

    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 104,700 shares
    Change vs previous 13F -35,991 shares

    0.01% of the 13F portfolio, value $3,148,000.

    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 140,691 shares
    Change vs previous 13F -42,917 shares

    0.01% of the 13F portfolio, value $4,170,000.

    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 183,608 shares
    Change vs previous 13F +26,469 shares

    0.01% of the 13F portfolio, value $5,150,000.

    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 157,139 shares
    Change vs previous 13F +77,431 shares

    0.01% of the 13F portfolio, value $4,117,000.

    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 79,708 shares
    Change vs previous 13F +52,092 shares

    0.01% of the 13F portfolio, value $2,209,000.

    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 27,616 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,295,000.

    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).