Ray Dalio's position in Charles Schwab is currently worth $14.1 Million. That's 0.07% of their equity portfolio (206th largest holding). The first Charles Schwab trade was made in Q1 2006. Since then Ray Dalio bought shares 24 more times and sold shares on seventeen occasions. The stake costed the investor $11.4 Million, netting the investor a gain of 24% so far.