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

Bridgewater Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$839K	Sell	28,762 -616	-2%	-$16.5K	0.05%	166
2025 Q4	$796K	Sell	29,378 -1,010	-3%	-$27K	0.05%	175
2025 Q3	$805K	Sell	30,388 -3,903	-11%	-$99.1K	0.06%	161
2025 Q2	$863K	Buy	34,291 +11	+0%	+$249	0.07%	154
2025 Q1	$751K	Buy	34,280 +2,066	+6%	+$48.1K	0.07%	155
2024 Q4	$744K	Sell	32,214 -63,981	-67%	-$1.49M	0.08%	96
2024 Q3	$737K	Buy	96,195 +59,742	+164%	+$1.3M	0.08%	105
2024 Q2	$774K	Buy	+36,453	New	+$753K	0.1%	96

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bridgewater Advisors's SCHX Position: Q1 2026 in Review

Bridgewater Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.1% in Q1 2026, selling an estimated $16.5K and leaving 28,762 shares worth $839K. The position accounts for 0.05% of the portfolio, ranked #166.

Bridgewater Advisors first reported a position in SCHX in Q2 2024 and has held it in 8 quarters since. The position peaked at $863K in Q2 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Bridgewater Advisors held 28,762 shares of Schwab US Large- Cap ETF worth $839K as of Q1 2026.
Bridgewater Advisors sold 616 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $16.5K.
Schwab US Large- Cap ETF made up 0.05% of Bridgewater Advisors's portfolio in Q1 2026, its #166 holding.
Bridgewater Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 8 quarters since.
Bridgewater Advisors's Schwab US Large- Cap ETF position peaked at $863K in Q2 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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