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Charles Schwab Corporation shares owned by Bridgewater Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bridgewater Advisors from 13F filings

Historical chart of Bridgewater Advisors investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Bridgewater Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Bridgewater Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $646k 6.9k 94.20
2025-06-30 $638k 6.5k 97.91
2025-03-31 $543k 6.7k 81.26
2022-03-31 $205k 2.4k 84.33

More positions owned by Bridgewater Advisors

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
NVIDIA Corporation (NVDA)

View all positions for Bridgewater Advisors

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation