Charles Schwab
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Charles Schwab’s Palomar PLMR Stock Holding History

Charles Schwab’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.9M Buy
260,015
+4,021
+2% +$473K ﹤0.01% 1512
2026
Q1 		$30.6M Sell
255,994
-4,944
-2% -$617K ﹤0.01% 1489
2025
Q4 		$35.2M Sell
260,938
-986
-0.4% -$120K 0.01% 1386
2025
Q3 		$30.6M Buy
261,924
+938
+0.4% +$119K ﹤0.01% 1468
2025
Q2 		$40.3M Buy
260,986
+19,496
+8% +$3.02M 0.01% 1238
2025
Q1 		$33.1M Buy
241,490
+1,314
+0.5% +$156K 0.01% 1342
2024
Q4 		$25.4M Buy
240,176
+9,624
+4% +$976K ﹤0.01% 1567
2024
Q3 		$21.8M Buy
230,552
+14,509
+7% +$1.34M ﹤0.01% 1650
2024
Q2 		$17.5M Buy
216,043
+7,300
+3% +$595K ﹤0.01% 1757
2024
Q1 		$17.5M Buy
208,743
+6,984
+3% +$479K ﹤0.01% 1694
2023
Q4 		$11.2M Buy
201,759
+5,897
+3% +$330K ﹤0.01% 1925
2023
Q3 		$9.94M Buy
195,862
+6,903
+4% +$378K ﹤0.01% 1910
2023
Q2 		$11M Buy
188,959
+699
+0.4% +$37.4K ﹤0.01% 1874
2023
Q1 		$10.4M Buy
188,260
+2,565
+1% +$137K ﹤0.01% 1855
2022
Q4 		$8.39M Buy
185,695
+2,716
+1% +$185K ﹤0.01% 1964
2022
Q3 		$15.3M Buy
182,979
+12,119
+7% +$889K 0.01% 1573
2022
Q2 		$11M Sell
170,860
-6,022
-3% -$363K ﹤0.01% 1791
2022
Q1 		$11.3M Buy
176,882
+5,848
+3% +$332K ﹤0.01% 1887
2021
Q4 		$11.1M Buy
171,034
+2,105
+1% +$164K ﹤0.01% 1950
2021
Q3 		$13.7M Buy
168,929
+12,502
+8% +$1.03M ﹤0.01% 1831
2021
Q2 		$11.8M Buy
156,427
+11,659
+8% +$841K ﹤0.01% 1913
2021
Q1 		$9.71M Buy
144,768
+4,334
+3% +$389K ﹤0.01% 1982
2020
Q4 		$12.5M Buy
140,434
+2,193
+2% +$184K 0.01% 1727
2020
Q3 		$14.4M Buy
138,241
+16,985
+14% +$1.67M 0.01% 1434
2020
Q2 		$10.4M Buy
121,256
+7,751
+7% +$514K 0.01% 1626
2020
Q1 		$6.6M Buy
113,505
+36,310
+47% +$1.9M ﹤0.01% 1693
2019
Q4 		$3.9M Buy
77,195
+42,977
+126% +$2.01M ﹤0.01% 2154
2019
Q3 		$1.35M Sell
34,218
-1,544
-4% -$48.2K ﹤0.01% 2497
2019
Q2 		$860K Buy
+35,762
New +$787K ﹤0.01% 2624

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Charles Schwab's PLMR Position: Q2 2026 in Review

Charles Schwab increased its Palomar (PLMR) stake by 1.6% in Q2 2026, buying an estimated $473K and bringing the position to 260,015 shares worth $32.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Charles Schwab first reported a position in PLMR in Q2 2019 and has held it in 29 quarters since. The position peaked at $40.3M in Q2 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Charles Schwab held 260,015 shares of Palomar worth $32.9M as of Q2 2026.
  • Charles Schwab bought 4,021 Palomar shares in Q2 2026, an estimated $473K.
  • Palomar made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1512 holding.
  • Charles Schwab first reported a position in Palomar in Q2 2019 and has held it in 29 quarters since.
  • Charles Schwab's Palomar position peaked at $40.3M in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

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