Bridgewater Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$638K Sell
6,514
-165
-2% -$16.2K 0.05% 209
2025
Q1
$543K Buy
+6,679
New +$543K 0.05% 208
2022
Q2
Sell
-2,431
Closed -$205K 241
2022
Q1
$205K Buy
+2,431
New +$205K 0.05% 231