Bessemer Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bessemer Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.35M	Buy	105,607 +1,017	+1%	+$32.3K	﹤0.01%	719
2026 Q1	$3.21M	Sell	104,590 -23,018	-18%	-$698K	0.01%	659
2025 Q4	$3.5M	Sell	127,608 -3,650	-3%	-$99.2K	0.01%	545
2025 Q3	$3.58M	Buy	131,258 +1,270	+1%	+$34.6K	0.01%	396
2025 Q2	$3.44M	Buy	129,988 +21,655	+20%	+$566K	0.01%	401
2025 Q1	$3.03M	Hold	108,333	–	–	0.01%	410
2024 Q4	$2.96M	Hold	108,333	–	–	﹤0.01%	567
2024 Q3	$3.05M	Hold	108,333	–	–	0.01%	583
2024 Q2	$2.81M	Hold	108,333	–	–	0.01%	445
2024 Q1	$2.91M	Buy	108,333 +22,689	+26%	+$586K	0.01%	460
2023 Q4	$2.17M	Hold	85,644	–	–	﹤0.01%	466
2023 Q3	$2.02M	Buy	85,644 +1,929	+2%	+$47.3K	﹤0.01%	476
2023 Q2	$2.03M	Buy	83,715 +51,705	+162%	+$1.24M	﹤0.01%	484
2023 Q1	$781K	Buy	+32,010	New	+$800K	﹤0.01%	635
2022 Q2	–	Sell	-23,898	Closed	-$628K	–	2014
2022 Q1	$628K	Buy	23,898 +23,520	+6,222%	+$616K	﹤0.01%	575
2021 Q4	$10K	Hold	378	–	–	﹤0.01%	1427
2021 Q3	$9K	Sell	378 -38,796	-99%	-$986K	﹤0.01%	1413
2021 Q2	$988K	Sell	39,174 -62,208	-61%	-$1.57M	﹤0.01%	414
2021 Q1	$2.46M	Buy	101,382 +81,420	+408%	+$1.85M	0.01%	294
2020 Q4	$427K	Buy	19,962 +19,662	+6,554%	+$399K	﹤0.01%	568
2020 Q3	$6K	Hold	300	–	–	﹤0.01%	1176
2020 Q2	$5K	Buy	+300	New	+$5.07K	﹤0.01%	1571

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Bessemer Group's SCHD Position: Q2 2026 in Review

Bessemer Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.97% in Q2 2026, buying an estimated $32.3K and bringing the position to 105,607 shares worth $3.35M. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Bessemer Group first reported a position in SCHD in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.58M in Q3 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bessemer Group held 105,607 shares of Schwab US Dividend Equity ETF worth $3.35M as of Q2 2026.
Bessemer Group bought 1,017 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $32.3K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #719 holding.
Bessemer Group first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 22 quarters since.
Bessemer Group's Schwab US Dividend Equity ETF position peaked at $3.58M in Q3 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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