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

CSIA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BWM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Bessemer Group's SCHR Position: Q4 2022 in Review

Bessemer Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2022, closing a stake of 18,756 shares — an estimated $461K sold.

Bessemer Group first reported a position in SCHR in Q1 2019 and held it in 3 quarters. The position peaked at $461K in Q3 2022. 356 funds tracked by Wall St. Rank hold SCHR as of Q4 2022.

Bessemer Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
Bessemer Group sold 18,756 Schwab Intermediately-Term US Treasury ETF shares in Q4 2022, an estimated $461K.
Bessemer Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2019 and held it in 3 quarters.
Bessemer Group's Schwab Intermediately-Term US Treasury ETF position peaked at $461K in Q3 2022.
356 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2022.

Based on Bessemer Group's 13F filing for Q4 2022, filed 13 Feb 2023.