Schwab U S Small Cap ETF shares owned by Bridgewater Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Bridgewater Advisors
from 13F filings
Historical chart of Bridgewater Advisors investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Bridgewater Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Bridgewater Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $433k | 16k | 27.49 |
| 2025-06-30 | $461k | 18k | 26.13 |
| 2025-03-31 | $414k | 18k | 22.95 |
| 2024-12-31 | $477k | 19k | 25.82 |
| 2024-09-30 | $502k | 19k | 25.88 |
| 2024-03-31 | $511k | 10k | 49.24 |
| 2023-12-31 | $541k | 11k | 47.24 |
| 2023-09-30 | $555k | 13k | 41.42 |
| 2023-06-30 | $589k | 13k | 43.80 |
| 2023-03-31 | $564k | 14k | 41.93 |
| 2022-12-31 | $564k | 14k | 40.51 |
| 2022-09-30 | $542k | 14k | 37.80 |
| 2022-06-30 | $574k | 15k | 39.02 |
| 2022-03-31 | $692k | 15k | 47.33 |
| 2021-12-31 | $753k | 7.4k | 102.35 |
| 2021-09-30 | $860k | 8.6k | 100.07 |
| 2021-06-30 | $897k | 8.6k | 104.18 |
| 2021-03-31 | $562k | 5.8k | 96.75 |