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Bridgewater Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bridgewater Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$724K Sell
24,728
-12,379
-33% -$347K 0.04% 207
2026
Q1 		$1.06M Buy
37,107
+972
+3% +$25.5K 0.06% 132
2025
Q4 		$958K Buy
36,135
+83
+0.2% +$2.16K 0.06% 142
2025
Q3 		$929K Sell
36,052
-740
-2% -$18.3K 0.06% 140
2025
Q2 		$902K Buy
36,792
+63
+0.2% +$1.39K 0.07% 147
2025
Q1 		$784K Buy
36,729
+144
+0.4% +$3.28K 0.07% 147
2024
Q4 		$826K Sell
36,585
-72,387
-66% -$1.65M 0.09% 93
2024
Q3 		$816K Buy
108,972
+72,912
+202% +$1.56M 0.09% 99
2024
Q2 		$753K Sell
36,060
-54,459
-60% -$1.1M 0.09% 97
2024
Q1 		$1.84M Sell
90,519
-5,826
-6% -$113K 0.28% 55
2023
Q4 		$1.79M Sell
96,345
-510
-0.5% -$8.81K 0.27% 52
2023
Q3 		$1.61M Buy
96,855
+66
+0.1% +$1.14K 0.26% 57
2023
Q2 		$1.67M Sell
96,789
-45
-0% -$734 0.33% 51
2023
Q1 		$1.54M Sell
96,834
-51
-0.1% -$797 0.34% 61
2022
Q4 		$1.45M Buy
96,885
+60,087
+163% +$903K 0.35% 60
2022
Q3 		$515K Sell
36,798
-1,869
-5% -$29.1K 0.14% 101
2022
Q2 		$570K Sell
38,667
-153
-0.4% -$2.46K 0.12% 127
2022
Q1 		$691K Buy
38,820
+4,908
+14% +$86.2K 0.17% 116
2021
Q4 		$639K Buy
33,912
+42
+0.1% +$773 0.14% 127
2021
Q3 		$586K Sell
33,870
-1,302
-4% -$23.2K 0.16% 127
2021
Q2 		$611K Buy
35,172
+15,276
+77% +$259K 0.19% 116
2021
Q1 		$325K Buy
+19,896
New +$314K 0.16% 115

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Bridgewater Advisors's SCHB Position: Q2 2026 in Review

Bridgewater Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 33% in Q2 2026, selling an estimated $347K and leaving 24,728 shares worth $724K. The position accounts for 0.04% of the portfolio, ranked #207.

Bridgewater Advisors first reported a position in SCHB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.84M in Q1 2024. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Bridgewater Advisors held 24,728 shares of Schwab US Broad Market ETF worth $724K as of Q2 2026.
  • Bridgewater Advisors sold 12,379 Schwab US Broad Market ETF shares in Q2 2026, an estimated $347K.
  • Schwab US Broad Market ETF made up 0.04% of Bridgewater Advisors's portfolio in Q2 2026, its #207 holding.
  • Bridgewater Advisors first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Bridgewater Advisors's Schwab US Broad Market ETF position peaked at $1.84M in Q1 2024.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.