Bessemer Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.7M | Buy |
273,453
+3,262
| +1% | +$320K | 0.04% | 257 |
|
|
2025
Q4 | $27M | Sell |
270,191
-13,968
| -5% | -$1.33M | 0.04% | 245 |
|
|
2025
Q3 | $27.1M | Sell |
284,159
-32,349
| -10% | -$3.07M | 0.04% | 234 |
|
|
2025
Q2 | $28.9M | Buy |
316,508
+18,681
| +6% | +$1.56M | 0.05% | 224 |
|
|
2025
Q1 | $23.3M | Sell |
297,827
-25,474
| -8% | -$2M | 0.04% | 233 |
|
|
2024
Q4 | $23.9M | Sell |
323,301
-40,430
| -11% | -$3.03M | 0.04% | 235 |
|
|
2024
Q3 | $23.6M | Sell |
363,731
-4,623
| -1% | -$304K | 0.04% | 233 |
|
|
2024
Q2 | $27.1M | Buy |
368,354
+2,466
| +0.7% | +$182K | 0.05% | 211 |
|
|
2024
Q1 | $26.5M | Buy |
365,888
+24,431
| +7% | +$1.61M | 0.05% | 215 |
|
|
2023
Q4 | $23.5M | Sell |
341,457
-26,650
| -7% | -$1.54M | 0.05% | 212 |
|
|
2023
Q3 | $20.2M | Sell |
368,107
-9,767
| -3% | -$590K | 0.04% | 213 |
|
|
2023
Q2 | $21.4M | Sell |
377,874
-5,383
| -1% | -$282K | 0.05% | 212 |
|
|
2023
Q1 | $20.1M | Sell |
383,257
-3,333,516
| -90% | -$244M | 0.05% | 204 |
|
|
2022
Q4 | $309M | Sell |
3,716,773
-1,052,898
| -22% | -$81.7M | 0.75% | 28 |
|
|
2022
Q3 | $343M | Sell |
4,769,671
-37,007
| -0.8% | -$2.57M | 0.89% | 24 |
|
|
2022
Q2 | $304M | Sell |
4,806,678
-381,933
| -7% | -$26.3M | 0.76% | 29 |
|
|
2022
Q1 | $437M | Buy |
5,188,611
+92,526
| +2% | +$8.14M | 0.92% | 19 |
|
|
2021
Q4 | $429M | Buy |
5,096,085
+72,998
| +1% | +$5.9M | 0.86% | 26 |
|
|
2021
Q3 | $366M | Buy |
5,023,087
+56,475
| +1% | +$4.03M | 0.78% | 26 |
|
|
2021
Q2 | $362M | Buy |
4,966,612
+43,806
| +0.9% | +$3.1M | 0.78% | 27 |
|
|
2021
Q1 | $321M | Buy |
4,922,806
+1,903,163
| +63% | +$115M | 0.77% | 28 |
|
|
2020
Q4 | $160M | Buy |
3,019,643
+2,675,961
| +779% | +$121M | 0.42% | 68 |
|
|
2020
Q3 | $12.5M | Sell |
343,682
-706,808
| -67% | -$24.6M | 0.04% | 194 |
|
|
2020
Q2 | $35.4M | Buy |
1,050,490
+35,261
| +3% | +$1.26M | 0.11% | 162 |
|
|
2020
Q1 | $34.1M | Sell |
1,015,229
-123,083
| -11% | -$5.17M | 0.14% | 150 |
|
|
2019
Q4 | $54.1M | Buy |
1,138,312
+84,613
| +8% | +$3.73M | 0.18% | 142 |
|
|
2019
Q3 | $44.1M | Sell |
1,053,699
-86,283
| -8% | -$3.48M | 0.16% | 154 |
|
|
2019
Q2 | $45.8M | Buy |
1,139,982
+1,015,649
| +817% | +$44.3M | 0.15% | 154 |
|
|
2019
Q1 | $5.32M | Buy |
124,333
+18,955
| +18% | +$856K | 0.02% | 252 |
|
|
2018
Q4 | $4.38M | Sell |
105,378
-3,601
| -3% | -$163K | 0.02% | 237 |
|
|
2018
Q3 | $5.36M | Buy |
108,979
+17,683
| +19% | +$903K | 0.02% | 262 |
|
|
2018
Q2 | $4.67M | Sell |
91,296
-6,177
| -6% | -$342K | 0.02% | 283 |
|
|
2018
Q1 | $5.09M | Buy |
97,473
+5,192
| +6% | +$278K | 0.02% | 289 |
|
|
2017
Q4 | $4.74M | Buy |
92,281
+153
| +0.2% | +$7.19K | 0.02% | 295 |
|
|
2017
Q3 | $4.03M | Sell |
92,128
-41,928
| -31% | -$1.74M | 0.02% | 315 |
|
|
2017
Q2 | $5.76M | Buy |
134,056
+14,075
| +12% | +$563K | 0.02% | 268 |
|
|
2017
Q1 | $4.9M | Buy |
119,981
+1,022
| +0.9% | +$42.2K | 0.02% | 331 |
|
|
2016
Q4 | $4.7M | Buy |
118,959
+66,966
| +129% | +$2.39M | 0.02% | 332 |
|
|
2016
Q3 | $1.64M | Sell |
51,993
-5,446
| -9% | -$160K | 0.01% | 493 |
|
|
2016
Q2 | $1.45M | Buy |
57,439
+32,346
| +129% | +$919K | 0.01% | 424 |
|
|
2016
Q1 | $702K | Sell |
25,093
-12,628
| -33% | -$333K | ﹤0.01% | 511 |
|
|
2015
Q4 | $1.24M | Buy |
37,721
+33,852
| +875% | +$1.07M | 0.01% | 513 |
|
|
2015
Q3 | $111K | Buy |
3,869
+3,489
| +918% | +$112K | ﹤0.01% | 822 |
|
|
2015
Q2 | $12K | Sell |
380
-767
| -67% | -$24.2K | ﹤0.01% | 1210 |
|
|
2015
Q1 | $35K | Buy |
1,147
+847
| +282% | +$24.6K | ﹤0.01% | 1035 |
|
|
2014
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 1267 |
|
|
2014
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 1098 |
|
|
2014
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 1115 |
|
|
2014
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 1107 |
|
|
2013
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 1113 |
|
|
2013
Q3 | $6K | Sell |
300
-740
| -71% | -$16.1K | ﹤0.01% | 1094 |
|
|
2013
Q2 | $22K | Buy |
+1,040
| New | +$19.2K | ﹤0.01% | 903 |
|
Other funds holding SCHW
VCM
VPM
Bessemer Group's SCHW Position: Q1 2026 in Review
Bessemer Group increased its Charles Schwab (SCHW) stake by 1.2% in Q1 2026, buying an estimated $320K and bringing the position to 273,453 shares worth $25.7M. The position accounts for 0.04% of the portfolio, ranked #257.
Bessemer Group first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $437M in Q1 2022. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Bessemer Group held 273,453 shares of Charles Schwab worth $25.7M as of Q1 2026.
- Bessemer Group bought 3,262 Charles Schwab shares in Q1 2026, an estimated $320K.
- Charles Schwab made up 0.04% of Bessemer Group's portfolio in Q1 2026, its #257 holding.
- Bessemer Group first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
- Bessemer Group's Charles Schwab position peaked at $437M in Q1 2022.
- 2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.