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

Bessemer Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1K Sell
49
-7,505
-99% -$210K ﹤0.01% 2487
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Bessemer Group's SCHB Position: Q2 2026 in Review

Bessemer Group reduced its Schwab US Broad Market ETF (SCHB) stake by 99% in Q2 2026, selling an estimated $210K and leaving 49 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2487.

Bessemer Group first reported a position in SCHB in Q4 2014 and has held it in 22 quarters since. The position peaked at $70.7M in Q4 2014. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Bessemer Group held 49 shares of Schwab US Broad Market ETF worth $1K as of Q2 2026.
  • Bessemer Group sold 7,505 Schwab US Broad Market ETF shares in Q2 2026, an estimated $210K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2487 holding.
  • Bessemer Group first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 22 quarters since.
  • Bessemer Group's Schwab US Broad Market ETF position peaked at $70.7M in Q4 2014.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.