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Disclosery

Betterment LLC: SCHP position timeline

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

Betterment LLC held 57,364 SCHP 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 57,364 shares
    Change vs previous 13F +8,646 shares

    <0.01% of the 13F portfolio, value $1,520,000.

    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 48,718 shares
    Change vs previous 13F +3,490 shares

    <0.01% of the 13F portfolio, value $1,296,000.

    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 45,228 shares
    Change vs previous 13F +3,226 shares

    <0.01% of the 13F portfolio, value $1,198,000.

    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 42,002 shares
    Change vs previous 13F +1,056 shares

    <0.01% of the 13F portfolio, value $1,132,000.

    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 40,946 shares
    Change vs previous 13F +3,510 shares

    <0.01% of the 13F portfolio, value $1,092,000.

    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 37,436 shares
    Change vs previous 13F -1,557 shares

    <0.01% of the 13F portfolio, value $1,007,000.

    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 38,993 shares
    Change vs previous 13F +19,556 shares

    <0.01% of the 13F portfolio, value $1,007,000.

    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 19,437 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,042,000.

    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).