Bessemer Group Inc Schwab Strategic Tr Us Large C Transaction History

Bessemer Group Inc

$60.7 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$87.04 - $101.61 $20,889 - $24,386	240 Added 169.01%	382 $38,000
Q1 2024 May 13, 2024	SELL	$80.6 - $93.32 $66,092 - $76,522	-820 Reduced 85.24%	142 $13,000
Q4 2023 Feb 09, 2024	SELL	$70.08 - $83.37 $42,608 - $50,688	-608 Reduced 38.73%	962 $80,000
Q3 2023 Nov 13, 2023	SELL	$71.99 - $78.02 $43,913 - $47,592	-610 Reduced 27.98%	1,570 $114,000
Q1 2023 May 10, 2023	SELL	$54.19 - $65.17 $287,423 - $345,661	-5,304 Reduced 70.87%	2,180 $142,000
Q4 2022 Feb 13, 2023	BUY	$54.31 - $60.76 $288,060 - $322,271	5,304 Added 243.3%	7,484 $416,000
Q1 2022 May 12, 2022	BUY	$65.63 - $82.62 $71,536 - $90,055	1,090 Added 100.0%	2,180 $163,000
Q1 2021 May 13, 2021	BUY	$61.41 - $68.35 $66,936 - $74,501	1,090 New	1,090 $0
Q2 2019 Jul 19, 2019	SELL	N/A	-1,196 Closed	0 $0
Q1 2019 May 13, 2019	BUY	N/A	1,196 New	1,196 $95,000

Others Institutions Holding SCHG

# of Institutions

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$308 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$300 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$268 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$262 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$133 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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