Bessemer Group
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Bessemer Group’s Schwab US REIT ETF SCHH Stock Holding History

Bessemer Group’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2K Buy
+68
New +$1.58K ﹤0.01% 2425
2026
Q1 		– Sell
-432
Closed -$9K – 2662
2025
Q4 		$9K Hold
432
– – ﹤0.01% 2137
2025
Q3 		$9K Buy
+432
New +$9.21K ﹤0.01% 1997
2016
Q4 		– Sell
-548
Closed -$12K – 2037
2016
Q3 		$12K Buy
+548
New +$12K ﹤0.01% 1494

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bessemer Group's SCHH Position: Q2 2026 in Review

Bessemer Group opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 68 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2425 among its holdings. This is a return to the name: Bessemer Group previously reported a position in SCHH as recently as Q4 2025.

Bessemer Group first reported a position in SCHH in Q3 2016 and has held it in 4 quarters since. The position peaked at $12K in Q3 2016. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Bessemer Group held 68 shares of Schwab US REIT ETF worth $2K as of Q2 2026.
  • Schwab US REIT ETF was a new Bessemer Group position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2425 holding.
  • Bessemer Group first reported a position in Schwab US REIT ETF in Q3 2016 and has held it in 4 quarters since.
  • Bessemer Group's Schwab US REIT ETF position peaked at $12K in Q3 2016.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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