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

Bessemer Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326K Buy
11,063
+10,903
+6,814% +$311K ﹤0.01% 1288
2026
Q1 		$4K Hold
160
– – ﹤0.01% 2277
2025
Q4 		$4K Buy
+160
New +$4.27K ﹤0.01% 2297
2025
Q2 		– Sell
-27,068
Closed -$598K – 2619
2025
Q1 		$598K Sell
27,068
-575
-2% -$13.4K ﹤0.01% 828
2024
Q4 		$641K Buy
27,643
+25,243
+1,052% +$588K ﹤0.01% 842
2024
Q3 		$54K Buy
2,400
+1,818
+312% +$39.6K ﹤0.01% 1374
2024
Q2 		$12K Sell
582
-78
-12% -$1.61K ﹤0.01% 1480
2024
Q1 		$14K Buy
660
+78
+13% +$1.54K ﹤0.01% 1495
2023
Q4 		$11K Sell
582
-18,756
-97% -$329K ﹤0.01% 1581
2023
Q3 		$326K Buy
19,338
+5,157
+36% +$90.5K ﹤0.01% 919
2023
Q2 		$248K Buy
14,181
+843
+6% +$13.9K ﹤0.01% 989
2023
Q1 		$215K Hold
13,338
– – ﹤0.01% 886
2022
Q4 		$201K Hold
13,338
– – ﹤0.01% 890
2022
Q3 		$188K Hold
13,338
– – ﹤0.01% 906
2022
Q2 		$199K Sell
13,338
-1,788
-12% -$29K ﹤0.01% 884
2022
Q1 		$272K Sell
15,126
-6,348
-30% -$112K ﹤0.01% 757
2021
Q4 		$407K Buy
21,474
+13,338
+164% +$246K ﹤0.01% 680
2021
Q3 		$141K Hold
8,136
– – ﹤0.01% 862
2021
Q2 		$141K Hold
8,136
– – ﹤0.01% 876
2021
Q1 		$130K Hold
8,136
– – ﹤0.01% 849
2020
Q4 		$123K Sell
8,136
-3,000
-27% -$42.9K ﹤0.01% 832
2020
Q3 		$150K Buy
11,136
+3,000
+37% +$39.9K ﹤0.01% 774
2020
Q2 		$100K Buy
8,136
+18
+0.2% +$210 ﹤0.01% 1239
2020
Q1 		$83K Buy
+8,118
New +$98.6K ﹤0.01% 1151
2016
Q2 		– Sell
-1,230
Closed -$10K – 1428
2016
Q1 		$10K Buy
+1,230
New +$9.49K ﹤0.01% 1146

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Bessemer Group's SCHX Position: Q2 2026 in Review

Bessemer Group increased its Schwab US Large- Cap ETF (SCHX) stake by 6,814% in Q2 2026, buying an estimated $311K and bringing the position to 11,063 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Bessemer Group first reported a position in SCHX in Q1 2016 and has held it in 25 quarters since. The position peaked at $641K in Q4 2024. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Bessemer Group held 11,063 shares of Schwab US Large- Cap ETF worth $326K as of Q2 2026.
  • Bessemer Group bought 10,903 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $311K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1288 holding.
  • Bessemer Group first reported a position in Schwab US Large- Cap ETF in Q1 2016 and has held it in 25 quarters since.
  • Bessemer Group's Schwab US Large- Cap ETF position peaked at $641K in Q4 2024.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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