Bessemer Group Inc Schwab Strategic Tr Us Small C Transaction History

Bessemer Group Inc

$56.7 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$40.85 - $46.1 $4,983 - $5,624	-122 Reduced 4.82%	2,407 $100,000
Q2 2023 Aug 10, 2023	BUY	$39.91 - $43.82 $4,869 - $5,346	122 Added 5.07%	2,529 $111,000
Q1 2023 May 10, 2023	BUY	$39.82 - $46.36 $2,349 - $2,735	59 Added 2.51%	2,407 $101,000
Q1 2022 May 12, 2022	BUY	$44.42 - $51.73 $52,149 - $60,731	1,174 Added 100.0%	2,348 $111,000
Q4 2021 Jan 27, 2022	BUY	$48.64 - $55.07 $57,103 - $64,652	1,174 New	1,174 $120,000
Q2 2021 Aug 06, 2021	SELL	$48.39 - $52.91 $12,823 - $14,021	-265 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$43.89 - $52.63 $11,630 - $13,946	265 New	265 $0
Q2 2020 Aug 05, 2020	SELL	$23.59 - $35.22 $21,396 - $31,944	-907 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$22.29 - $38.7 $20,217 - $35,100	907 New	907 $47,000

Others Institutions Holding SCHA

# of Institutions

1,136

Shares Held

234M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$2.41 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$611 Million
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$340 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$291 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$203 Million
0.51% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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