BA
SCHW

Bridgewater Advisors’s Charles Schwab SCHW Stock Holding History

Bridgewater Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$710K Sell
6,706
-46
-0.7% -$4.2K 0.04% 209
2026
Q1 		$616K Sell
6,752
-163
-2% -$16K 0.04% 209
2025
Q4 		$704K Buy
6,915
+56
+0.8% +$5.31K 0.05% 193
2025
Q3 		$646K Buy
6,859
+345
+5% +$32.7K 0.04% 199
2025
Q2 		$638K Sell
6,514
-165
-2% -$13.8K 0.05% 209
2025
Q1 		$543K Buy
+6,679
New +$524K 0.05% 208
2022
Q2 		– Sell
-2,431
Closed -$205K – 241
2022
Q1 		$205K Buy
+2,431
New +$214K 0.05% 231

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bridgewater Advisors's SCHW Position: Q2 2026 in Review

Bridgewater Advisors reduced its Charles Schwab (SCHW) stake by 0.68% in Q2 2026, selling an estimated $4.2K and leaving 6,706 shares worth $710K. The position accounts for 0.04% of the portfolio, ranked #209.

Bridgewater Advisors first reported a position in SCHW in Q1 2022 and has held it in 7 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Bridgewater Advisors held 6,706 shares of Charles Schwab worth $710K as of Q2 2026.
  • Bridgewater Advisors sold 46 Charles Schwab shares in Q2 2026, an estimated $4.2K.
  • Charles Schwab made up 0.04% of Bridgewater Advisors's portfolio in Q2 2026, its #209 holding.
  • Bridgewater Advisors first reported a position in Charles Schwab in Q1 2022 and has held it in 7 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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