Bridgewater Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Bridgewater Advisors’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,238	Closed	-$385K	–	116
2022 Q4	$385K	Hold	12,238	–	–	0.09%	99
2022 Q3	$340K	Hold	12,238	–	–	0.09%	111
2022 Q2	$382K	Sell	12,238 -7	-0.1%	-$242	0.08%	163
2022 Q1	$465K	Sell	12,245 -44	-0.4%	-$1.68K	0.11%	150
2021 Q4	$503K	Buy	12,289 +6	+0%	+$250	0.11%	149
2021 Q3	$510K	Buy	12,283 +2	+0%	+$85	0.14%	138
2021 Q2	$511K	Buy	12,281 +305	+3%	+$12.7K	0.16%	134
2021 Q1	$487K	Buy	+11,976	New	+$467K	0.25%	92

Other funds holding SCHC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Bridgewater Advisors's SCHC Position: Q1 2023 in Review

Bridgewater Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2023, closing a stake of 12,238 shares — an estimated $385K sold.

Bridgewater Advisors first reported a position in SCHC in Q1 2021 and held it in 8 quarters. The position peaked at $511K in Q2 2021. 373 funds tracked by Wall St. Rank hold SCHC as of Q1 2023.

Bridgewater Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
Bridgewater Advisors sold 12,238 Schwab International Small-Cap Equity ETF shares in Q1 2023, an estimated $385K.
Bridgewater Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2021 and held it in 8 quarters.
Bridgewater Advisors's Schwab International Small-Cap Equity ETF position peaked at $511K in Q2 2021.
373 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2023.

Based on Bridgewater Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.