Bridgewater Advisors Inc.

Position in SCHW — Schwab Charles Corp

CIK 1600319 NEW YORK, NY

Position in SCHW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$618,762

-$15,790 QoQ

Shares Held

6,706

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,417

of 2,303 holders

Holding Since

Mar 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bridgewater Advisors Inc. holds $11,523,261 across 4 Capital Markets names. SCHW ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	8,812	$8,912,192
2	MS	Morgan Stanley	8,360	$1,747,574
3	SCHW	Schwab Charles Corp This page	6,706	$618,762
4	NMR	Nomura Holdings Inc	27,874	$244,733

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$618,762	6,706	-0.7%	Shares	Sole	2026-08-05
2026-03-31	$634,552	6,752	-2.4%	Shares	Sole	2026-05-14
2025-12-31	$690,877	6,915	+0.8%	Shares	Sole	2026-01-23
2025-09-30	$654,828	6,859	+5.3%	Shares	Sole	2025-11-10
2025-06-30	$594,337	6,514	-2.5%	Shares	Sole	2025-08-05
2025-03-31	$522,832	6,679	+174.7%	Shares	Sole	2025-05-02
2022-03-31	$204,957	2,431	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.