Bridgewater Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bridgewater Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,552	Closed	-$250K	–	117
2022 Q4	$250K	Sell	10,552 -2,726	-21%	-$63.5K	0.06%	105
2022 Q3	$297K	Sell	13,278 -2,070	-13%	-$51.2K	0.08%	114
2022 Q2	$390K	Buy	15,348 +90	+0.6%	+$2.35K	0.08%	159
2022 Q1	$424K	Sell	15,258 -102	-0.7%	-$2.95K	0.1%	163
2021 Q4	$455K	Sell	15,360 -1,839	-11%	-$56.2K	0.1%	154
2021 Q3	$524K	Buy	17,199 +118	+0.7%	+$3.69K	0.14%	136
2021 Q2	$562K	Buy	17,081 +5,499	+47%	+$178K	0.18%	126
2021 Q1	$360K	Buy	+11,582	New	+$377K	0.18%	111

Other funds holding SCHE

CSIA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Bridgewater Advisors's SCHE Position: Q1 2023 in Review

Bridgewater Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 10,552 shares — an estimated $250K sold.

Bridgewater Advisors first reported a position in SCHE in Q1 2021 and held it in 8 quarters. The position peaked at $562K in Q2 2021. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

Bridgewater Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
Bridgewater Advisors sold 10,552 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $250K.
Bridgewater Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and held it in 8 quarters.
Bridgewater Advisors's Schwab Emerging Markets Equity ETF position peaked at $562K in Q2 2021.
694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

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