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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-2,547,602
| Closed | -$60.3M | – | 3467 |
|
|
2026
Q1 | $60.3M | Sell |
2,547,602
-20,545
| -0.8% | -$486K | 0.01% | 1028 |
|
|
2025
Q4 | $61.9M | Buy |
2,568,147
+137,247
| +6% | +$2.75M | 0.01% | 1012 |
|
|
2025
Q3 | $43.8M | Buy |
2,430,900
+417,392
| +21% | +$8.46M | 0.01% | 1243 |
|
|
2025
Q2 | $44.2M | Buy |
2,013,508
+319,976
| +19% | +$7.36M | 0.01% | 1176 |
|
|
2025
Q1 | $45.4M | Buy |
1,693,532
+32,966
| +2% | +$925K | 0.01% | 1138 |
|
|
2024
Q4 | $45.7M | Buy |
1,660,566
+365,153
| +28% | +$10.4M | 0.01% | 1194 |
|
|
2024
Q3 | $32.7M | Buy |
1,295,413
+60,948
| +5% | +$1.37M | 0.01% | 1400 |
|
|
2024
Q2 | $22.9M | Buy |
1,234,465
+416,927
| +51% | +$7.52M | ﹤0.01% | 1587 |
|
|
2024
Q1 | $14.5M | Buy |
817,538
+117,651
| +17% | +$2.19M | ﹤0.01% | 1795 |
|
|
2023
Q4 | $14M | Buy |
699,887
+221,492
| +46% | +$4.36M | ﹤0.01% | 1815 |
|
|
2023
Q3 | $9.25M | Buy |
478,395
+62,644
| +15% | +$1.11M | ﹤0.01% | 1951 |
|
|
2023
Q2 | $6.6M | Buy |
415,751
+78,871
| +23% | +$1.25M | ﹤0.01% | 2109 |
|
|
2023
Q1 | $5.38M | Buy |
336,880
+65,841
| +24% | +$1.15M | ﹤0.01% | 2174 |
|
|
2022
Q4 | $5.08M | Buy |
271,039
+10,862
| +4% | +$188K | ﹤0.01% | 2207 |
|
|
2022
Q3 | $4.37M | Buy |
260,177
+68,535
| +36% | +$1,000K | ﹤0.01% | 2284 |
|
|
2022
Q2 | $2.31M | Buy |
191,642
+26,566
| +16% | +$429K | ﹤0.01% | 2527 |
|
|
2022
Q1 | $3.47M | Buy |
165,076
+4,036
| +3% | +$75.5K | ﹤0.01% | 2455 |
|
|
2021
Q4 | $3.7M | Buy |
+161,040
| New | +$3.64M | ﹤0.01% | 2499 |
|
Other funds holding CWAN
Charles Schwab's CWAN Position: Q2 2026 in Review
Charles Schwab sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 2,547,602 shares — an estimated $60.3M sold.
Charles Schwab first reported a position in CWAN in Q4 2021 and held it in 18 quarters. The position peaked at $61.9M in Q4 2025. 3 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.
- Charles Schwab reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
- Charles Schwab sold 2,547,602 Clearwater Analytics shares in Q2 2026, an estimated $60.3M.
- Charles Schwab first reported a position in Clearwater Analytics in Q4 2021 and held it in 18 quarters.
- Charles Schwab's Clearwater Analytics position peaked at $61.9M in Q4 2025.
- 3 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.