Bessemer Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bessemer Group’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-257	Closed	-$6K	–	2663
2025 Q4	$6K	Sell	257 -525	-67%	-$12.8K	﹤0.01%	2231
2025 Q3	$19K	Buy	+782	New	+$19K	﹤0.01%	1719
2024 Q1	–	Sell	-1,164	Closed	-$28K	–	2180
2023 Q4	$28K	Hold	1,164	–	–	﹤0.01%	1422
2023 Q3	$28K	Buy	+1,164	New	+$27.9K	﹤0.01%	1420
2023 Q1	–	Sell	-3,862	Closed	-$93K	–	2048
2022 Q4	$93K	Buy	3,862 +3,604	+1,397%	+$86.9K	﹤0.01%	1055
2022 Q3	$6K	Buy	+258	New	+$6.31K	﹤0.01%	1674
2021 Q3	–	Sell	-27,336	Closed	-$700K	–	1748
2021 Q2	$700K	Buy	+27,336	New	+$701K	﹤0.01%	489
2016 Q4	–	Sell	-1,220,000	Closed	-$31M	–	2038
2016 Q3	$31M	Hold	1,220,000	–	–	0.16%	138
2016 Q2	$31.1M	Buy	1,220,000 +1,000,000	+455%	+$25.4M	0.17%	137
2016 Q1	$5.59M	Hold	220,000	–	–	0.03%	269
2015 Q4	$5.55M	Hold	220,000	–	–	0.03%	241
2015 Q3	$5.59M	Hold	220,000	–	–	0.03%	226
2015 Q2	$5.58M	Buy	+220,000	New	+$5.58M	0.03%	244

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Group's SCHO Position: Q1 2026 in Review

Bessemer Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 257 shares — an estimated $6K sold.

Bessemer Group first reported a position in SCHO in Q2 2015 and held it in 13 quarters. The position peaked at $31.1M in Q2 2016. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Bessemer Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Bessemer Group sold 257 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $6K.
Bessemer Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2015 and held it in 13 quarters.
Bessemer Group's Schwab Short-Term US Treasury ETF position peaked at $31.1M in Q2 2016.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.