Charles Schwab’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43.8M | Buy |
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|
2025
Q2 | $44.2M | Buy |
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|
2025
Q1 | $45.4M | Buy |
|
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|
2024
Q4 | $45.7M | Buy |
|
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|
2024
Q3 | $32.7M | Buy |
|
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|
2024
Q2 | $22.9M | Buy |
|
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|
2024
Q1 | $14.5M | Buy |
|
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|
2023
Q4 | $14M | Buy |
|
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|
2023
Q3 | $9.25M | Buy |
|
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|
2023
Q2 | $6.6M | Buy |
|
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|
2023
Q1 | $5.38M | Buy |
|
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|
2022
Q4 | $5.08M | Buy |
|
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|
2022
Q3 | $4.37M | Buy |
|
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|
2022
Q2 | $2.31M | Buy |
|
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|
2022
Q1 | $3.47M | Buy |
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|
2021
Q4 | $3.7M | Buy |
|