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Schwab Strategic Tr shares owned by Bessemer

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Bessemer from 13F filings

Historical chart of Bessemer investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Bessemer consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Bessemer

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0k 49 20.41

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Broadcom SC (AVGO)
Meta Platforms SC (META)
Jpmorgan Chase & Co SC (JPM)
Eli Lilly & Co SC (LLY)
Applied Materials SC (AMAT)
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Taiwan Semi Mfg Sa (TSM)
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View all positions for Bessemer

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Sixth Street Partners Management Company
CacheTech
Adams Wealth Management
Schwallier Wealth Management
Citadel Advisors
Summit Financial
Jpmorgan Chase & Co
Goldman Sachs Group
Susquehanna International
Jane Street
Aspetuck Financial Management
LPL Financial
CliftonLarsonAllen Wealth Advisors
Mercer Global Advisors

View all funds holding Schwab Strategic Tr