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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $274K | Hold |
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|
2025
Q2 | $254K | Hold |
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|
2025
Q1 | $230K | Hold |
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|
2024
Q4 | $242K | Hold |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $236K | Hold |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q3 | $91K | Buy |
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|
2023
Q2 | $58K | Buy |
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|
2023
Q1 | $40K | Sell |
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|
2022
Q4 | $191K | Hold |
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|
2022
Q3 | $179K | Buy |
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|
2022
Q2 | $159K | Hold |
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|
2022
Q1 | $192K | Hold |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | $5K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $56.5M | Sell |
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|
2014
Q4 | $70.7M | Buy |
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