Bessemer Group’s Schwab US TIPS ETF SCHP Stock Holding History

Bessemer Group’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,208	Closed	-$32K	–	2701
2025 Q2	$32K	Buy	+1,208	New	+$32K	﹤0.01%	1434
2024 Q1	–	Sell	-800	Closed	-$21K	–	2181
2023 Q4	$21K	Buy	+800	New	+$20.4K	﹤0.01%	1465
2021 Q4	–	Sell	-5,760	Closed	-$180K	–	1962
2021 Q3	$180K	Buy	5,760 +5,246	+1,021%	+$166K	﹤0.01%	809
2021 Q2	$16K	Buy	+514	New	+$15.9K	﹤0.01%	1269
2020 Q4	–	Sell	-686	Closed	-$21K	–	1536
2020 Q3	$21K	Buy	+686	New	+$21K	﹤0.01%	1048
2018 Q3	–	Sell	-5,390	Closed	-$148K	–	1880
2018 Q2	$148K	Sell	5,390 -7,194	-57%	-$196K	﹤0.01%	1033
2018 Q1	$345K	Buy	12,584 +7,194	+133%	+$197K	﹤0.01%	890
2017 Q4	$149K	Sell	5,390 -5,430	-50%	-$150K	﹤0.01%	1068
2017 Q3	$299K	Hold	10,820	–	–	﹤0.01%	976
2017 Q2	$298K	Hold	10,820	–	–	﹤0.01%	975
2017 Q1	$300K	Hold	10,820	–	–	﹤0.01%	999
2016 Q4	$297K	Buy	+10,820	New	+$302K	﹤0.01%	1006

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Bessemer Group's SCHP Position: Q3 2025 in Review

Bessemer Group sold out of Schwab US TIPS ETF (SCHP) in Q3 2025, closing a stake of 1,208 shares — an estimated $32K sold.

Bessemer Group first reported a position in SCHP in Q4 2016 and held it in 12 quarters. The position peaked at $345K in Q1 2018. 663 funds tracked by Wall St. Rank hold SCHP as of Q3 2025.

Bessemer Group reported no remaining Schwab US TIPS ETF position as of Q3 2025 after selling out during the quarter.
Bessemer Group sold 1,208 Schwab US TIPS ETF shares in Q3 2025, an estimated $32K.
Bessemer Group first reported a position in Schwab US TIPS ETF in Q4 2016 and held it in 12 quarters.
Bessemer Group's Schwab US TIPS ETF position peaked at $345K in Q1 2018.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2025.

Based on Bessemer Group's 13F filing for Q3 2025, filed 5 Nov 2025.