Bessemer Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bessemer Group’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$179K	Buy	5,154 +2,605	+102%	+$85.8K	﹤0.01%	1413
2026 Q1	$78K	Buy	+2,549	New	+$79.4K	﹤0.01%	1556
2025 Q2	–	Sell	-289	Closed	-$8K	–	2618
2025 Q1	$8K	Buy	+289	New	+$7.76K	﹤0.01%	1877
2024 Q3	–	Sell	-426	Closed	-$11K	–	2692
2024 Q2	$11K	Hold	426	–	–	﹤0.01%	1500
2024 Q1	$11K	Hold	426	–	–	﹤0.01%	1541
2023 Q4	$10K	Sell	426 -8,247	-95%	-$180K	﹤0.01%	1606
2023 Q3	$186K	Hold	8,673	–	–	﹤0.01%	1049
2023 Q2	$194K	Sell	8,673 -4,593	-35%	-$100K	﹤0.01%	1053
2023 Q1	$290K	Hold	13,266	–	–	﹤0.01%	835
2022 Q4	$292K	Hold	13,266	–	–	﹤0.01%	823
2022 Q3	$259K	Hold	13,266	–	–	﹤0.01%	848
2022 Q2	$276K	Hold	13,266	–	–	﹤0.01%	824
2022 Q1	$315K	Buy	13,266 +4,593	+53%	+$109K	﹤0.01%	727
2021 Q4	$212K	Buy	+8,673	New	+$205K	﹤0.01%	829

Other funds holding SCHV

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

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

Bessemer Group's SCHV Position: Q2 2026 in Review

Bessemer Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 102% in Q2 2026, buying an estimated $85.8K and bringing the position to 5,154 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Bessemer Group first reported a position in SCHV in Q4 2021 and has held it in 14 quarters since. The position peaked at $315K in Q1 2022. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Bessemer Group held 5,154 shares of Schwab US Large-Cap Value ETF worth $179K as of Q2 2026.
Bessemer Group bought 2,605 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $85.8K.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1413 holding.
Bessemer Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 14 quarters since.
Bessemer Group's Schwab US Large-Cap Value ETF position peaked at $315K in Q1 2022.
987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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