Charles Schwab Corporation shares owned by Bridgewater Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bridgewater Associates
from 13F filings
Historical chart of Bridgewater Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bridgewater Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13M | 194k | 68.80 |
| 2023-09-30 | $3.4M | 61k | 54.90 |
| 2022-12-31 | $51M | 611k | 83.26 |
| 2022-09-30 | $18M | 245k | 71.87 |
| 2022-06-30 | $29M | 463k | 63.18 |
| 2022-03-31 | $27M | 315k | 84.31 |
| 2021-12-31 | $28M | 333k | 84.10 |
| 2021-09-30 | $55M | 757k | 72.84 |
| 2021-06-30 | $45M | 622k | 72.81 |
| 2021-03-31 | $25M | 381k | 65.18 |
| 2020-12-31 | $12M | 219k | 53.04 |
| 2019-12-31 | $13M | 266k | 47.56 |
| 2019-06-30 | $13M | 331k | 40.19 |
| 2019-03-31 | $14M | 331k | 42.76 |
| 2017-12-31 | $274k | 5.3k | 51.31 |
| 2017-09-30 | $854k | 20k | 43.75 |
| 2017-03-31 | $1.2M | 29k | 40.82 |
| 2016-12-31 | $5.8M | 146k | 39.47 |
| 2016-09-30 | $2.1M | 67k | 31.58 |
| 2015-06-30 | $1.3M | 39k | 32.65 |
| 2014-03-31 | $307k | 11k | 27.37 |
| 2012-12-31 | $2.4M | 167k | 14.36 |
| 2012-09-30 | $399k | 31k | 12.77 |
| 2012-03-31 | $225k | 16k | 14.37 |