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Disclosery

Betterment LLC: SCHR position timeline

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

Betterment LLC held 95,790 SCHR 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 95,790 shares
    Change vs previous 13F +15,200 shares

    <0.01% of the 13F portfolio, value $2,362,000.

    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 80,590 shares
    Change vs previous 13F +5,107 shares

    <0.01% of the 13F portfolio, value $2,007,000.

    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 75,483 shares
    Change vs previous 13F +7,709 shares

    <0.01% of the 13F portfolio, value $1,893,000.

    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 67,774 shares
    Change vs previous 13F +3,543 shares

    <0.01% of the 13F portfolio, value $1,703,000.

    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 64,231 shares
    Change vs previous 13F +666 shares

    <0.01% of the 13F portfolio, value $1,608,000.

    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 63,565 shares
    Change vs previous 13F +2,677 shares

    <0.01% of the 13F portfolio, value $1,580,000.

    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 60,888 shares
    Change vs previous 13F +35,034 shares

    <0.01% of the 13F portfolio, value $1,479,000.

    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 25,854 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,308,000.

    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).