Bessemer Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$190K	Buy	7,554 +1,554	+26%	+$40.8K	﹤0.01%	1410
2025 Q4	$157K	Sell	6,000 -4,665	-44%	-$121K	﹤0.01%	1400
2025 Q3	$274K	Hold	10,665	–	–	﹤0.01%	1045
2025 Q2	$254K	Hold	10,665	–	–	﹤0.01%	1045
2025 Q1	$230K	Hold	10,665	–	–	﹤0.01%	1050
2024 Q4	$242K	Hold	10,665	–	–	﹤0.01%	1037
2024 Q3	$236K	Sell	10,665 -585	-5%	-$12.5K	﹤0.01%	1083
2024 Q2	$236K	Hold	11,250	–	–	﹤0.01%	967
2024 Q1	$229K	Sell	11,250 -276	-2%	-$5.34K	﹤0.01%	992
2023 Q4	$214K	Buy	11,526 +6,045	+110%	+$104K	﹤0.01%	1026
2023 Q3	$91K	Buy	5,481 +2,094	+62%	+$36.2K	﹤0.01%	1225
2023 Q2	$58K	Buy	3,387 +906	+37%	+$14.8K	﹤0.01%	1351
2023 Q1	$40K	Sell	2,481 -10,311	-81%	-$161K	﹤0.01%	1266
2022 Q4	$191K	Hold	12,792	–	–	﹤0.01%	901
2022 Q3	$179K	Buy	12,792 +2,016	+19%	+$31.4K	﹤0.01%	912
2022 Q2	$159K	Hold	10,776	–	–	﹤0.01%	929
2022 Q1	$192K	Hold	10,776	–	–	﹤0.01%	834
2021 Q4	$203K	Buy	10,776 +10,500	+3,804%	+$193K	﹤0.01%	840
2021 Q3	$5K	Buy	+276	New	+$4.91K	﹤0.01%	1520
2015 Q2	–	Sell	-6,714,000	Closed	-$56.5M	–	1579
2015 Q1	$56.5M	Sell	6,714,000 -1,800,000	-21%	-$15.1M	0.29%	113
2014 Q4	$70.7M	Buy	+8,514,000	New	+$68.9M	0.38%	95

Other funds holding SCHB