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BA
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
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
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
R
Rebalance
Palo Alto, California
$1.72B AUM
13.51%
1-Year Est. Return
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
SG
Strid Group
Newtown Square, Pennsylvania
$807M AUM
18.59%
1-Year Est. Return
EK
Evensky & Katz
Coral Gables, Florida
$1.76B AUM
18.21%
1-Year Est. Return
HCM
Hengehold Capital Management
Cincinnati, Ohio
$1.14B AUM
12.97%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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