Bessemer Group
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Bessemer Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Bessemer Group’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-450
Closed -$12K – 2691
2024
Q2 		$12K Hold
450
– – ﹤0.01% 1479
2024
Q1 		$11K Hold
450
– – ﹤0.01% 1540
2023
Q4 		$10K Buy
+450
New +$9.67K ﹤0.01% 1605

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Group's SCHK Position: Q3 2024 in Review

Bessemer Group sold out of Schwab 1000 Index ETF (SCHK) in Q3 2024, closing a stake of 450 shares — an estimated $12K sold.

Bessemer Group first reported a position in SCHK in Q4 2023 and held it in 3 quarters. The position peaked at $12K in Q2 2024. 170 funds tracked by Wall St. Rank hold SCHK as of Q3 2024.

  • Bessemer Group reported no remaining Schwab 1000 Index ETF position as of Q3 2024 after selling out during the quarter.
  • Bessemer Group sold 450 Schwab 1000 Index ETF shares in Q3 2024, an estimated $12K.
  • Bessemer Group first reported a position in Schwab 1000 Index ETF in Q4 2023 and held it in 3 quarters.
  • Bessemer Group's Schwab 1000 Index ETF position peaked at $12K in Q2 2024.
  • 170 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2024.

Based on Bessemer Group's 13F filing for Q3 2024, filed 12 Nov 2024.