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Disclosery

Betterment LLC: SCHV position timeline

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

Betterment LLC held 3,867,616 SCHV 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 3,867,616 shares
    Change vs previous 13F -133,332 shares

    0.23% of the 13F portfolio, value $134,632,000.

    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 4,000,948 shares
    Change vs previous 13F -116,717 shares

    0.23% of the 13F portfolio, value $122,029,000.

    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 4,117,665 shares
    Change vs previous 13F -133,784 shares

    0.23% of the 13F portfolio, value $121,924,000.

    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 4,251,449 shares
    Change vs previous 13F -110,829 shares

    0.24% of the 13F portfolio, value $123,760,000.

    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 4,362,278 shares
    Change vs previous 13F -101,989 shares

    0.26% of the 13F portfolio, value $120,704,000.

    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 4,464,267 shares
    Change vs previous 13F -188,532 shares

    0.28% of the 13F portfolio, value $118,660,000.

    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 4,652,799 shares
    Change vs previous 13F +3,047,098 shares

    0.29% of the 13F portfolio, value $121,298,000.

    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 1,605,701 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $129,050,000.

    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).