Ray Dalio's SCHW Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 483.3K shares of The Charles Schwab Corporation (SCHW) worth $46.14 M, representing 0.18% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in SCHW, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 398.5K shares. Largest reduction occurred in Q3 2023, reducing 549.5K shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's The Charles Schwab Corporation (SCHW) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Charles Schwab Corporation (SCHW) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +11,218 | New Buy | 11,218 | $27.37 |
| Q2 2014 | -11,218 | Sold Out | 11,218 | $0.00 |
| Q2 2015 | +39,200 | New Buy | 39,200 | $32.65 |
| Q3 2015 | -39,200 | Sold Out | 39,200 | $0.00 |
| Q3 2016 | +67,200 | New Buy | 67,200 | $31.58 |
| Q4 2016 | +78,700 | Add 117.11% | 145,900 | $39.47 |
| Q1 2017 | -117,262 | Reduce 80.37% | 28,638 | $40.82 |
| Q2 2017 | -28,638 | Sold Out | 28,638 | $0.00 |
| Q3 2017 | +19,522 | New Buy | 19,522 | $43.75 |
| Q4 2017 | -14,182 | Reduce 72.65% | 5,340 | $51.31 |
| Q1 2018 | -5,340 | Sold Out | 5,340 | $0.00 |
| Q1 2019 | +330,575 | New Buy | 330,575 | $42.76 |
| Q2 2019 | +856 | Add 0.26% | 331,431 | $40.19 |
| Q3 2019 | -331,431 | Sold Out | 331,431 | $0.00 |
| Q4 2019 | +266,344 | New Buy | 266,344 | $47.56 |
| Q1 2020 | -266,344 | Sold Out | 266,344 | $0.00 |
| Q4 2020 | +219,195 | New Buy | 219,195 | $53.04 |
| Q1 2021 | +162,174 | Add 73.99% | 381,369 | $65.18 |
| Q2 2021 | +240,105 | Add 62.96% | 621,474 | $72.81 |
| Q3 2021 | +135,761 | Add 21.85% | 757,235 | $72.84 |
| Q4 2021 | -423,913 | Reduce 55.98% | 333,322 | $84.10 |
| Q1 2022 | -18,219 | Reduce 5.47% | 315,103 | $84.31 |
| Q2 2022 | +148,185 | Add 47.03% | 463,288 | $63.18 |
| Q3 2022 | -218,547 | Reduce 47.17% | 244,741 | $71.87 |
| Q4 2022 | +365,874 | Add 149.49% | 610,615 | $83.26 |
| Q1 2023 | -610,615 | Sold Out | 610,615 | $0.00 |
| Q3 2023 | +61,153 | New Buy | 61,153 | $54.90 |
| Q4 2023 | +133,186 | Add 217.79% | 194,339 | $68.80 |
| Q1 2024 | -168,189 | Reduce 86.54% | 26,150 | $72.34 |
| Q2 2024 | -26,150 | Sold Out | 26,150 | $0.00 |
| Q3 2024 | +27,064 | New Buy | 27,064 | $64.81 |
| Q4 2024 | -27,064 | Sold Out | 27,064 | $0.00 |
| Q1 2025 | +84,797 | New Buy | 84,797 | $78.28 |
| Q2 2025 | -84,797 | Sold Out | 84,797 | $0.00 |
| Q3 2025 | +483,300 | New Buy | 483,300 | $95.47 |
Ray Dalio's The Charles Schwab Corporation Investment FAQs
Ray Dalio first purchased The Charles Schwab Corporation (SCHW) in Q1 2014, acquiring 11,218 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held The Charles Schwab Corporation (SCHW) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to The Charles Schwab Corporation (SCHW) was in Q3 2025, adding 483,300 shares worth $46.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 483,300 shares of The Charles Schwab Corporation (SCHW), valued at approximately $46.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 0.18% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in The Charles Schwab Corporation (SCHW) was 757,235 shares, as reported at the end of Q3 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.