BESSEMER GROUP INC SCHG SCHWAB U.S. LARGE-CAP GROW

Ownership history in BESSEMER GROUP INC  ·  17 quarters on record

AI Ownership Summary

BESSEMER GROUP INC reported SCHWAB U.S. LARGE-CAP GROW (SCHG) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows SCHG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BESSEMER GROUP INC's position in SCHWAB U.S. LARGE-CAP GROW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SCHG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BESSEMER GROUP INC held SCHG — position size vs. price
% of Fund (quarterly)    SCHG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 52.4% +3.3% 985 -1,083 -52.4% 0.00% $31K 2025-11-05 $32.93
2025 Q1 ADDED 2,068 +1,686 +441.4% 0.00% $52K 2025-04-23 $24.12
2024 Q2 ADDED 382 +240 +169.0% 0.00% $38K 2024-08-13 $24.46
2024 Q1 REDUCED 85.2% +9.7% 142 -820 -85.2% 0.00% $13K 2024-05-13 $23.03
2023 Q4 REDUCED 38.7% +12.0% 962 -608 -38.7% 0.00% $80K 2024-02-09 $22.40
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BESSEMER GROUP INC and SCHG

These are the practical questions this page is built to answer before you even open the full history table.

How long has BESSEMER GROUP INC reported owning SCHG?

BESSEMER GROUP INC reported SCHG across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SCHG position in BESSEMER GROUP INC's portfolio?

The largest reported portfolio weight for SCHG was 0.00% in 2023 Q4.

What is the latest reported SCHG position on this page?

The most recent filing on this page is 2025 Q3, when BESSEMER GROUP INC reported 985 shares, equal to 0.00% of portfolio, with an estimated market value of $31K.

What does the chart on this SCHG ownership page compare?

The chart compares BESSEMER GROUP INC's quarterly SCHG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BESSEMER GROUP INC time their SCHG position?

Based on 13F filing dates vs. subsequent SCHG price moves, BESSEMER GROUP INC correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on SCHG relative to SPY over the holding period was +4.4%.

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