Charles Schwab
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Charles Schwab’s CNA Financial CNA Stock Holding History

Charles Schwab’s Portfolio CNA Stock Details CNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.9M Buy
820,488
+63,355
+8% +$2.88M 0.01% 1399
2026
Q1 		$34.8M Sell
757,133
-133,820
-15% -$6.34M 0.01% 1411
2025
Q4 		$42.5M Buy
890,953
+2,348
+0.3% +$108K 0.01% 1259
2025
Q3 		$41.3M Buy
888,605
+17,100
+2% +$793K 0.01% 1282
2025
Q2 		$40.6M Buy
871,505
+8,815
+1% +$418K 0.01% 1232
2025
Q1 		$43.8M Buy
862,690
+585,076
+211% +$28.5M 0.01% 1165
2024
Q4 		$13.4M Sell
277,614
-5,892
-2% -$288K ﹤0.01% 1883
2024
Q3 		$13.9M Sell
283,506
-46,610
-14% -$2.28M ﹤0.01% 1885
2024
Q2 		$15.2M Sell
330,116
-7,952
-2% -$353K ﹤0.01% 1831
2024
Q1 		$15.4M Buy
338,068
+1,170
+0.3% +$51.6K ﹤0.01% 1763
2023
Q4 		$14.3M Buy
336,898
+5,922
+2% +$241K ﹤0.01% 1803
2023
Q3 		$13M Buy
330,976
+5,998
+2% +$237K ﹤0.01% 1771
2023
Q2 		$12.6M Buy
324,978
+2,666
+0.8% +$104K ﹤0.01% 1804
2023
Q1 		$12.6M Buy
322,312
+12,098
+4% +$507K ﹤0.01% 1758
2022
Q4 		$13.1M Buy
310,214
+7,221
+2% +$296K ﹤0.01% 1699
2022
Q3 		$11.2M Buy
302,993
+5,033
+2% +$205K ﹤0.01% 1776
2022
Q2 		$13.4M Buy
297,960
+23,399
+9% +$1.07M ﹤0.01% 1671
2022
Q1 		$13.3M Buy
274,561
+10,556
+4% +$491K ﹤0.01% 1788
2021
Q4 		$11.6M Buy
264,005
+8,620
+3% +$383K ﹤0.01% 1928
2021
Q3 		$10.7M Buy
255,385
+8,646
+4% +$378K ﹤0.01% 1966
2021
Q2 		$11.2M Buy
246,739
+7,532
+3% +$353K ﹤0.01% 1934
2021
Q1 		$10.7M Buy
239,207
+4,086
+2% +$174K ﹤0.01% 1925
2020
Q4 		$9.16M Buy
235,121
+8,707
+4% +$296K ﹤0.01% 1918
2020
Q3 		$6.79M Buy
226,414
+56,686
+33% +$1.83M ﹤0.01% 1916
2020
Q2 		$5.46M Sell
169,728
-16,029
-9% -$494K ﹤0.01% 1985
2020
Q1 		$5.77M Buy
185,757
+12,650
+7% +$535K ﹤0.01% 1763
2019
Q4 		$7.76M Buy
173,107
+6,219
+4% +$281K ﹤0.01% 1793
2019
Q3 		$8.22M Buy
166,888
+2,659
+2% +$127K ﹤0.01% 1715
2019
Q2 		$7.73M Sell
164,229
-3,720
-2% -$169K ﹤0.01% 1751
2019
Q1 		$7.28M Buy
167,949
+16,202
+11% +$717K ﹤0.01% 1774
2018
Q4 		$6.7M Sell
151,747
-29,764
-16% -$1.34M 0.01% 1722
2018
Q3 		$8.29M Sell
181,511
-56,180
-24% -$2.6M 0.01% 1761
2018
Q2 		$10.9M Sell
237,691
-45,531
-16% -$2.2M 0.01% 1542
2018
Q1 		$14M Sell
283,222
-4,512
-2% -$236K 0.01% 1255
2017
Q4 		$15.3M Buy
287,734
+60,574
+27% +$3.19M 0.01% 1182
2017
Q3 		$11.4M Sell
227,160
-48,291
-18% -$2.41M 0.01% 1325
2017
Q2 		$13.4M Buy
275,451
+11,258
+4% +$515K 0.01% 1131
2017
Q1 		$11.7M Buy
264,193
+115,550
+78% +$4.92M 0.01% 1209
2016
Q4 		$6.17M Buy
148,643
+9,515
+7% +$362K 0.01% 1601
2016
Q3 		$4.79M Buy
139,128
+63,622
+84% +$2.07M 0.01% 1680
2016
Q2 		$2.37M Buy
75,506
+4,692
+7% +$150K ﹤0.01% 1984
2016
Q1 		$2.28M Buy
70,814
+12,596
+22% +$397K ﹤0.01% 1982
2015
Q4 		$2.05M Buy
58,218
+10,419
+22% +$373K ﹤0.01% 2067
2015
Q3 		$1.67M Sell
47,799
-5,775
-11% -$218K ﹤0.01% 2172
2015
Q2 		$2.05M Buy
53,574
+3,674
+7% +$146K ﹤0.01% 2089
2015
Q1 		$2.07M Sell
49,900
-21,540
-30% -$867K ﹤0.01% 2036
2014
Q4 		$2.77M Buy
71,440
+2,268
+3% +$87.1K ﹤0.01% 1826
2014
Q3 		$2.63M Buy
69,172
+35,514
+106% +$1.37M ﹤0.01% 1807
2014
Q2 		$1.36M Sell
33,658
-12,102
-26% -$496K ﹤0.01% 2189
2014
Q1 		$1.96M Buy
45,760
+514
+1% +$21.4K ﹤0.01% 1965
2013
Q4 		$1.94M Sell
45,246
-10,573
-19% -$428K ﹤0.01% 1943
2013
Q3 		$2.11M Sell
55,819
-27,428
-33% -$977K ﹤0.01% 1808
2013
Q2 		$2.73M Buy
+83,247
New +$2.77M 0.01% 1553

Other funds holding CNA

LC
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Charles Schwab's CNA Position: Q2 2026 in Review

Charles Schwab increased its CNA Financial (CNA) stake by 8.4% in Q2 2026, buying an estimated $2.88M and bringing the position to 820,488 shares worth $39.9M. The position accounts for 0.01% of the portfolio, ranked #1399.

Charles Schwab first reported a position in CNA in Q2 2013 and has held it in 53 quarters since. The position peaked at $43.8M in Q1 2025. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Charles Schwab held 820,488 shares of CNA Financial worth $39.9M as of Q2 2026.
  • Charles Schwab bought 63,355 CNA Financial shares in Q2 2026, an estimated $2.88M.
  • CNA Financial made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1399 holding.
  • Charles Schwab first reported a position in CNA Financial in Q2 2013 and has held it in 53 quarters since.
  • Charles Schwab's CNA Financial position peaked at $43.8M in Q1 2025.
  • 311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.