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Disclosery

Bridgewater Associates, LP: SCHW position timeline

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

Bridgewater Associates, LP held 28,728 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,728 shares
    Change vs previous 13F +6,134 shares

    0.01% of the 13F portfolio, value $2,650,733.

    13F-HR 0001350694-26-000003 filed by Bridgewater Associates, LP
    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 22,594 shares
    Change vs previous 13F -307,453 shares

    0.01% of the 13F portfolio, value $2,123,384.

    13F-HR 0001350694-26-000002 filed by Bridgewater Associates, LP
    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 330,047 shares
    Change vs previous 13F -153,253 shares

    0.12% of the 13F portfolio, value $32,974,996.

    13F-HR 0001350694-26-000001 filed by Bridgewater Associates, LP
    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 483,300 shares
    Change vs previous 13F +483,300 shares

    0.18% of the 13F portfolio, value $46,140,651.

    13F-HR 0001172661-25-004777 filed by Bridgewater Associates, LP
    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 0 shares
    Change vs previous 13F -84,797 shares

    13F-HR 0001172661-25-003151 filed by Bridgewater Associates, LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 84,797 shares
    Change vs previous 13F +84,797 shares

    0.03% of the 13F portfolio, value $6,637,909.

    13F-HR 0001172661-25-001828 filed by Bridgewater Associates, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -27,064 shares

    13F-HR 0001172661-25-000823 filed by Bridgewater Associates, LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 27,064 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,754,018.

    13F-HR 0001172661-24-004671 filed by Bridgewater Associates, LP
    Filed (acceptance time not in the bulk data set), ingested

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