Bridgewater Advisors Inc. Schwab Strategic Tr Us Broad M Transaction History

Bridgewater Advisors Inc.

$1.15 Billion
Q1 2025

A detailed history of Bridgewater Advisors Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bridgewater Advisors Inc. holds 36,729 shares of SCHB stock, worth $834,482. This represents 0.07% of its overall portfolio holdings.

Number of Shares

36,729

Previous 36,585 0.39%

Holding current value

$834,482

Previous $830,000 4.82%

% of portfolio

0.07%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$21.23 - $23.75 $3,057 - $3,420	144 Added 0.39%	36,729 $790,000
Q4 2024 Jan 16, 2025	BUY	$22.01 - $66.82 $5,744 - $17,440	261 Added 0.72%	36,585 $830,000
Q3 2024 Oct 31, 2024	BUY	$59.93 - $66.52 $1.46 Million - $1.62 Million	24,304 Added 202.2%	36,324 $2.42 Million
Q2 2024 Aug 01, 2024	SELL	$57.57 - $63.3 $1.05 Million - $1.15 Million	-18,153 Reduced 60.16%	12,020 $755,000
Q1 2024 Apr 30, 2024	SELL	$54.61 - $61.05 $106,052 - $118,559	-1,942 Reduced 6.05%	30,173 $1.84 Million
Q4 2023 Feb 05, 2024	SELL	$47.61 - $55.91 $8,093 - $9,504	-170 Reduced 0.53%	32,115 $1.79 Million
Q3 2023 Oct 23, 2023	BUY	$49.59 - $53.57 $1,090 - $1,178	22 Added 0.07%	32,285 $1.61 Million
Q2 2023 Jul 24, 2023	SELL	$47.08 - $51.7 $706 - $775	-15 Reduced 0.05%	32,263 $1.67 Million
Q1 2023 Apr 12, 2023	SELL	$44.47 - $49.23 $755 - $836	-17 Reduced 0.05%	32,278 $1.54 Million
Q4 2022 Jan 27, 2023	BUY	$41.94 - $47.81 $840,016 - $957,586	20,029 Added 163.29%	32,295 $0
Q3 2022 Oct 28, 2022	SELL	$41.99 - $50.63 $26,159 - $31,542	-623 Reduced 4.83%	12,266 $515,000
Q2 2022 Aug 05, 2022	SELL	$42.93 - $53.98 $2,189 - $2,752	-51 Reduced 0.39%	12,889 $570,000
Q1 2022 May 05, 2022	BUY	$49.15 - $56.85 $358,205 - $414,322	7,288 Added 128.95%	12,940 $691,000
Q4 2021 Feb 07, 2022	BUY	$51.87 - $56.86 $363 - $398	7 Added 0.12%	5,652 $639,000
Q3 2021 Nov 02, 2021	SELL	$51.32 - $54.83 $11,136 - $11,898	-217 Reduced 3.7%	5,645 $586,000
Q2 2021 Aug 06, 2021	BUY	$48.92 - $52.14 $124,550 - $132,748	2,546 Added 76.78%	5,862 $611,000
Q1 2021 May 20, 2021	BUY	$44.89 - $48.81 $148,855 - $161,853	3,316 New	3,316 $325,000

Others Institutions Holding SCHB

# of Institutions

1,293

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bridgewater Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bridgewater Advisors Inc. with notifications on news.

Account

Bridgewater Advisors Inc. Schwab Strategic Tr Us Broad M Transaction History