Bessemer Group Inc Schwab Strategic Tr 1000 Index Transaction History

Bessemer Group Inc

$55.8 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$39.52 - $46.21 $8,892 - $10,397	225 New	225 $10,000

Others Institutions Holding SCHK

# of Institutions

223

Shares Held

70M

Call Options Held

3.2K

Put Options Held

8.21K

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

47M
Shares

$1.43 Billion
2.72% of portfolio
Legacy Wealth Management, Inc

6.65M
Shares

$202 Million
12.34% of portfolio
Warwick Investment Management, Inc.

4.09M
Shares

$124 Million
23.81% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.44M
Shares

$74 Million
5.96% of portfolio
Waddell & Associates, LLC

1.99M
Shares

$60.6 Million
7.2% of portfolio

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