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Disclosery

Bridgewater Advisors Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bridgewater Advisors Inc. on SCHW, newest first. How the timeline and the estimate are built.

Bridgewater Advisors Inc. held 6,706 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,706 shares
    Change vs previous 13F -46 shares

    0.04% of the 13F portfolio, value $709,985.

    13F-HR 0001600319-26-000004 filed by Bridgewater Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,752 shares
    Change vs previous 13F -163 shares

    0.04% of the 13F portfolio, value $615,598.

    13F-HR 0001600319-26-000002 filed by Bridgewater Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,915 shares
    Change vs previous 13F +56 shares

    0.05% of the 13F portfolio, value $703,898.

    13F-HR 0001600319-26-000001 filed by Bridgewater Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,859 shares
    Change vs previous 13F +345 shares

    0.04% of the 13F portfolio, value $646,118.

    13F-HR 0001600319-25-000002 filed by Bridgewater Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,514 shares
    Change vs previous 13F -165 shares

    0.05% of the 13F portfolio, value $637,786.

    13F-HR 0001085146-25-004534 filed by Bridgewater Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,679 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $542,736.

    13F-HR 0001085146-25-002555 filed by Bridgewater Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).