Bessemer Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bessemer Group’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$83K	Buy	+2,245	New	+$77.3K	﹤0.01%	1562
2025 Q3	–	Sell	-27	Closed	-$1K	–	2700
2025 Q2	$1K	Buy	+27	New	+$712	﹤0.01%	2349
2023 Q4	–	Sell	-1,992	Closed	-$45K	–	2266
2023 Q3	$45K	Hold	1,992	–	–	﹤0.01%	1358
2023 Q2	$47K	Sell	1,992 -3,315	-62%	-$74.7K	﹤0.01%	1386
2023 Q1	$120K	Hold	5,307	–	–	﹤0.01%	1031
2022 Q4	$117K	Hold	5,307	–	–	﹤0.01%	1010
2022 Q3	$107K	Hold	5,307	–	–	﹤0.01%	1013
2022 Q2	$111K	Sell	5,307 -672	-11%	-$15.5K	﹤0.01%	999
2022 Q1	$152K	Buy	5,979 +3,987	+200%	+$99.9K	﹤0.01%	885
2021 Q4	$53K	Buy	+1,992	New	+$53.1K	﹤0.01%	1105

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bessemer Group's SCHM Position: Q2 2026 in Review

Bessemer Group opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 2,245 shares worth $83K. The stake represents ﹤0.01% of the portfolio and ranks #1562 among its holdings. This is a return to the name: Bessemer Group previously reported a position in SCHM as recently as Q2 2025.

Bessemer Group first reported a position in SCHM in Q4 2021 and has held it in 10 quarters since. The position peaked at $152K in Q1 2022. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Bessemer Group held 2,245 shares of Schwab US Mid-Cap ETF worth $83K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Bessemer Group position in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1562 holding.
Bessemer Group first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
Bessemer Group's Schwab US Mid-Cap ETF position peaked at $152K in Q1 2022.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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