Bridgewater Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Buy |
36,792
+63
| +0.2% | +$1.54K | 0.07% | 147 |
|
|
2025
Q1 | $784K | Buy |
36,729
+144
| +0.4% | +$3.07K | 0.07% | 147 |
|
|
2024
Q4 | $826K | Sell |
36,585
-72,387
| -66% | -$1.63M | 0.09% | 93 |
|
|
2024
Q3 | $816K | Buy |
108,972
+72,912
| +202% | +$546K | 0.09% | 99 |
|
|
2024
Q2 | $753K | Sell |
36,060
-54,459
| -60% | -$1.14M | 0.09% | 97 |
|
|
2024
Q1 | $1.84M | Sell |
90,519
-5,826
| -6% | -$119K | 0.28% | 55 |
|
|
2023
Q4 | $1.79M | Sell |
96,345
-510
| -0.5% | -$9.46K | 0.27% | 52 |
|
|
2023
Q3 | $1.61M | Buy |
96,855
+66
| +0.1% | +$1.1K | 0.26% | 57 |
|
|
2023
Q2 | $1.67M | Sell |
96,789
-45
| -0% | -$776 | 0.33% | 51 |
|
|
2023
Q1 | $1.54M | Sell |
96,834
-51
| -0.1% | -$813 | 0.34% | 61 |
|
|
2022
Q4 | $1.45M | Buy |
96,885
+60,087
| +163% | +$897K | 0.35% | 60 |
|
|
2022
Q3 | $515K | Sell |
36,798
-1,869
| -5% | -$26.2K | 0.14% | 101 |
|
|
2022
Q2 | $570K | Sell |
38,667
-153
| -0.4% | -$2.26K | 0.12% | 127 |
|
|
2022
Q1 | $691K | Buy |
38,820
+4,908
| +14% | +$87.4K | 0.17% | 116 |
|
|
2021
Q4 | $639K | Buy |
33,912
+42
| +0.1% | +$791 | 0.14% | 127 |
|
|
2021
Q3 | $586K | Sell |
33,870
-1,302
| -4% | -$22.5K | 0.16% | 127 |
|
|
2021
Q2 | $611K | Buy |
35,172
+15,276
| +77% | +$265K | 0.19% | 116 |
|
|
2021
Q1 | $325K | Buy |
+19,896
| New | +$325K | 0.16% | 115 |
|