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Bridgewater Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bridgewater Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$472K Sell
14,255
-69
-0.5% -$2.07K 0.03% 267
2025
Q4 		$442K Sell
14,324
-1,417
-9% -$40K 0.03% 284
2025
Q3 		$433K Sell
15,741
-1,900
-11% -$50.8K 0.03% 274
2025
Q2 		$461K Sell
17,641
-400
-2% -$9.46K 0.04% 264
2025
Q1 		$414K Sell
18,041
-417
-2% -$10.6K 0.04% 263
2024
Q4 		$477K Sell
18,458
-20,332
-52% -$541K 0.05% 113
2024
Q3 		$502K Buy
+38,790
New +$963K 0.05% 114
2024
Q2 		– Sell
-20,764
Closed -$511K – 142
2024
Q1 		$511K Sell
20,764
-2,126
-9% -$49.8K 0.08% 91
2023
Q4 		$541K Sell
22,890
-3,912
-15% -$82.5K 0.08% 88
2023
Q3 		$555K Sell
26,802
-76
-0.3% -$1.67K 0.09% 90
2023
Q2 		$589K Sell
26,878
-36
-0.1% -$750 0.12% 85
2023
Q1 		$564K Sell
26,914
-914
-3% -$19.6K 0.12% 95
2022
Q4 		$564K Sell
27,828
-846
-3% -$17.3K 0.14% 93
2022
Q3 		$542K Sell
28,674
-750
-3% -$15.7K 0.15% 99
2022
Q2 		$574K Buy
29,424
+180
+0.6% +$3.85K 0.12% 126
2022
Q1 		$692K Sell
29,244
-184
-0.6% -$4.34K 0.17% 114
2021
Q4 		$753K Sell
29,428
-4,948
-14% -$128K 0.17% 113
2021
Q3 		$860K Sell
34,376
-64
-0.2% -$1.63K 0.24% 94
2021
Q2 		$897K Buy
34,440
+11,204
+48% +$286K 0.29% 88
2021
Q1 		$562K Buy
+23,236
New +$571K 0.29% 85

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bridgewater Advisors's SCHA Position: Q1 2026 in Review

Bridgewater Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.48% in Q1 2026, selling an estimated $2.07K and leaving 14,255 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #267.

Bridgewater Advisors first reported a position in SCHA in Q1 2021 and has held it in 20 quarters since. The position peaked at $897K in Q2 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Bridgewater Advisors held 14,255 shares of Schwab U.S Small- Cap ETF worth $472K as of Q1 2026.
  • Bridgewater Advisors sold 69 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $2.07K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Bridgewater Advisors's portfolio in Q1 2026, its #267 holding.
  • Bridgewater Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • Bridgewater Advisors's Schwab U.S Small- Cap ETF position peaked at $897K in Q2 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.