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Bridgewater Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bridgewater Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$266K Buy
7,759
+2
+0% +$62 0.02% 388
2025
Q4 		$247K Sell
7,757
-1,588
-17% -$51.6K 0.02% 396
2025
Q3 		$303K Sell
9,345
-538
-5% -$16.4K 0.02% 340
2025
Q2 		$298K Sell
9,883
-335
-3% -$8.86K 0.02% 336
2025
Q1 		$260K Buy
+10,218
New +$280K 0.02% 342

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bridgewater Advisors's SCHG Position: Q1 2026 in Review

Bridgewater Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.03% in Q1 2026, buying an estimated $62 and bringing the position to 7,759 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #388.

Bridgewater Advisors first reported a position in SCHG in Q1 2025 and has held it in 5 quarters since. The position peaked at $303K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Bridgewater Advisors held 7,759 shares of Schwab US Large-Cap Growth ETF worth $266K as of Q1 2026.
  • Bridgewater Advisors bought 2 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $62.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Bridgewater Advisors's portfolio in Q1 2026, its #388 holding.
  • Bridgewater Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Bridgewater Advisors's Schwab US Large-Cap Growth ETF position peaked at $303K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.