Bessemer Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bessemer Group’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44K	Buy	+1,514	New	+$45.4K	﹤0.01%	1708
2025 Q2	–	Sell	-7,760	Closed	-$182K	–	2615
2025 Q1	$182K	Sell	7,760 -280	-3%	-$7.14K	﹤0.01%	1091
2024 Q4	$208K	Buy	+8,040	New	+$214K	﹤0.01%	1060
2023 Q4	–	Sell	-4,814	Closed	-$100K	–	2265
2023 Q3	$100K	Sell	4,814 -244	-5%	-$5.35K	﹤0.01%	1199
2023 Q2	$111K	Buy	5,058 +244	+5%	+$5.09K	﹤0.01%	1193
2023 Q1	$101K	Buy	4,814 +118	+3%	+$2.54K	﹤0.01%	1073
2022 Q4	$95K	Hold	4,696	–	–	﹤0.01%	1049
2022 Q3	$89K	Hold	4,696	–	–	﹤0.01%	1052
2022 Q2	$92K	Hold	4,696	–	–	﹤0.01%	1030
2022 Q1	$111K	Hold	4,696	–	–	﹤0.01%	950
2021 Q4	$120K	Buy	+4,696	New	+$122K	﹤0.01%	961
2021 Q2	–	Sell	-1,060	Closed	-$26K	–	1636
2021 Q1	$26K	Buy	+1,060	New	+$26.1K	﹤0.01%	1141
2020 Q2	–	Sell	-3,628	Closed	-$47K	–	1779
2020 Q1	$47K	Buy	+3,628	New	+$61.7K	﹤0.01%	1234

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bessemer Group's SCHA Position: Q1 2026 in Review

Bessemer Group opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2026: 1,514 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #1708 among its holdings. This is a return to the name: Bessemer Group previously reported a position in SCHA as recently as Q1 2025.

Bessemer Group first reported a position in SCHA in Q1 2020 and has held it in 13 quarters since. The position peaked at $208K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Bessemer Group held 1,514 shares of Schwab U.S Small- Cap ETF worth $44K as of Q1 2026.
Schwab U.S Small- Cap ETF was a new Bessemer Group position in Q1 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1708 holding.
Bessemer Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 13 quarters since.
Bessemer Group's Schwab U.S Small- Cap ETF position peaked at $208K in Q4 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.