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 Q2	$271K	Buy	7,760 +1	+0%	+$33	0.01%	403
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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bridgewater Advisors's SCHG Position: Q2 2026 in Review

Bridgewater Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q2 2026, buying an estimated $33 and bringing the position to 7,760 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #403.

Bridgewater Advisors first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. The position peaked at $303K in Q3 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Bridgewater Advisors held 7,760 shares of Schwab US Large-Cap Growth ETF worth $271K as of Q2 2026.
Bridgewater Advisors bought 1 Schwab US Large-Cap Growth ETF share in Q2 2026, an estimated $33.
Schwab US Large-Cap Growth ETF made up 0.01% of Bridgewater Advisors's portfolio in Q2 2026, its #403 holding.
Bridgewater Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Bridgewater Advisors's Schwab US Large-Cap Growth ETF position peaked at $303K in Q3 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.