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 Q3	$620K	Buy	19,007 +18,877	+14,521%	+$646K	﹤0.01%	1046
2026 Q2	$5K	Sell	130 -1,384	-91%	-$45.7K	﹤0.01%	2287
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	–	1777
2020 Q1	$47K	Buy	+3,628	New	+$61.7K	﹤0.01%	1234

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bessemer Group's SCHA Position: Q3 2026 in Review

Bessemer Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 14,521% in Q3 2026, buying an estimated $646K and bringing the position to 19,007 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Bessemer Group first reported a position in SCHA in Q1 2020 and has held it in 15 quarters since. 1,220 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Bessemer Group held 19,007 shares of Schwab U.S Small- Cap ETF worth $620K as of Q3 2026.
Bessemer Group bought 18,877 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $646K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Bessemer Group's portfolio in Q3 2026, its #1046 holding.
Bessemer Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 15 quarters since.
1,220 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Bessemer Group's 13F filing for Q3 2026, filed 9 Nov 2026.