Bessemer Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bessemer Group’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-985	Closed	-$31K	–	2693
2025 Q3	$31K	Buy	+985	New	+$30K	﹤0.01%	1565
2025 Q2	–	Sell	-2,068	Closed	-$52K	–	2617
2025 Q1	$52K	Buy	+2,068	New	+$56.6K	﹤0.01%	1306
2024 Q3	–	Sell	-1,528	Closed	-$38K	–	2690
2024 Q2	$38K	Buy	1,528 +960	+169%	+$22.6K	﹤0.01%	1314
2024 Q1	$13K	Sell	568 -3,280	-85%	-$72.5K	﹤0.01%	1509
2023 Q4	$80K	Sell	3,848 -2,432	-39%	-$47K	﹤0.01%	1257
2023 Q3	$114K	Sell	6,280 -2,440	-28%	-$45.9K	﹤0.01%	1162
2023 Q2	$163K	Hold	8,720	–	–	﹤0.01%	1102
2023 Q1	$142K	Sell	8,720 -21,216	-71%	-$322K	﹤0.01%	984
2022 Q4	$416K	Buy	29,936 +21,216	+243%	+$305K	﹤0.01%	759
2022 Q3	$122K	Hold	8,720	–	–	﹤0.01%	991
2022 Q2	$126K	Hold	8,720	–	–	﹤0.01%	980
2022 Q1	$163K	Hold	8,720	–	–	﹤0.01%	873
2021 Q4	$178K	Hold	8,720	–	–	﹤0.01%	876
2021 Q3	$161K	Hold	8,720	–	–	﹤0.01%	834
2021 Q2	$159K	Hold	8,720	–	–	﹤0.01%	840
2021 Q1	$141K	Buy	+8,720	New	+$142K	﹤0.01%	823
2019 Q2	–	Sell	-9,568	Closed	-$95K	–	1797
2019 Q1	$95K	Buy	+9,568	New	+$90.5K	﹤0.01%	1154

Other funds holding SCHG

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bessemer Group's SCHG Position: Q4 2025 in Review

Bessemer Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 985 shares — an estimated $31K sold.

Bessemer Group first reported a position in SCHG in Q1 2019 and held it in 17 quarters. The position peaked at $416K in Q4 2022. 1,634 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

Bessemer Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Bessemer Group sold 985 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $31K.
Bessemer Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and held it in 17 quarters.
Bessemer Group's Schwab US Large-Cap Growth ETF position peaked at $416K in Q4 2022.
1,634 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Bessemer Group's 13F filing for Q4 2025, filed 5 Feb 2026.