Bessemer Group

Bessemer Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bessemer Group’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-18,756	Closed	-$461K	–	2117
2022 Q3	$461K	Buy	+18,756	New	+$479K	﹤0.01%	751
2022 Q1	–	Sell	-1,866	Closed	-$52K	–	1950
2021 Q4	$52K	Buy	+1,866	New	+$52.5K	﹤0.01%	1109
2019 Q2	–	Sell	-2,274	Closed	-$61K	–	1798
2019 Q1	$61K	Buy	+2,274	New	+$60.3K	﹤0.01%	1246

Other funds holding SCHR

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return