Bridgewater Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $433K | Sell |
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|
2025
Q2 | $461K | Sell |
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|
2025
Q1 | $414K | Sell |
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|
2024
Q4 | $477K | Sell |
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|
2024
Q3 | $502K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $511K | Sell |
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|
2023
Q4 | $541K | Sell |
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|
2023
Q3 | $555K | Sell |
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|
2023
Q2 | $589K | Sell |
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|
2023
Q1 | $564K | Sell |
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|
2022
Q4 | $564K | Sell |
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|
2022
Q3 | $542K | Sell |
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|
2022
Q2 | $574K | Buy |
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|
2022
Q1 | $692K | Sell |
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|
2021
Q4 | $753K | Sell |
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|
2021
Q3 | $860K | Sell |
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|
2021
Q2 | $897K | Buy |
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|
2021
Q1 | $562K | Buy |
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