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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bridgewater Advisors's SCHW Position: Q1 2026 in Review

Bridgewater Advisors reduced its Charles Schwab (SCHW) stake by 2.4% in Q1 2026, selling an estimated $16K and leaving 6,752 shares worth $616K. 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 6 quarters since. The position peaked at $704K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Bridgewater Advisors held 6,752 shares of Charles Schwab worth $616K as of Q1 2026.
Bridgewater Advisors sold 163 Charles Schwab shares in Q1 2026, an estimated $16K.
Charles Schwab made up 0.04% of Bridgewater Advisors's portfolio in Q1 2026, its #209 holding.
Bridgewater Advisors first reported a position in Charles Schwab in Q1 2022 and has held it in 6 quarters since.
Bridgewater Advisors's Charles Schwab position peaked at $704K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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