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Disclosery

Betterment LLC: SCHX position timeline

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

Betterment LLC held 28,627,429 SCHX 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 28,627,429 shares
    Change vs previous 13F +27,913 shares

    1.42% of the 13F portfolio, value $842,505,000.

    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 28,599,516 shares
    Change vs previous 13F +10,450,588 shares

    1.39% of the 13F portfolio, value $733,292,000.

    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 18,148,928 shares
    Change vs previous 13F +64,308 shares

    0.93% of the 13F portfolio, value $488,388,000.

    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 18,084,620 shares
    Change vs previous 13F -664,551 shares

    0.94% of the 13F portfolio, value $476,349,000.

    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 18,749,171 shares
    Change vs previous 13F +5,524,085 shares

    0.98% of the 13F portfolio, value $458,230,000.

    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 13,225,086 shares
    Change vs previous 13F +7,201,786 shares

    0.69% of the 13F portfolio, value $292,010,000.

    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 6,023,300 shares
    Change vs previous 13F +4,035,505 shares

    0.33% of the 13F portfolio, value $139,620,000.

    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 1,987,795 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $134,872,000.

    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).