Charles Schwab
CWAN

Charles Schwab’s Clearwater Analytics CWAN Stock Holding History

Charles Schwab’s Portfolio CWAN Stock Details CWAN Fund Activity
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

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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. 4 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.
  • 4 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.