Charles Schwab
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Charles Schwab’s Skyward Specialty Insurance SKWD Stock Holding History

Charles Schwab’s Portfolio SKWD Stock Details SKWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19M Sell
325,948
-19,918
-6% -$940K ﹤0.01% 1857
2026
Q1 		$15.1M Sell
345,866
-11,178
-3% -$508K ﹤0.01% 1901
2025
Q4 		$18.2M Buy
357,044
+6,530
+2% +$314K ﹤0.01% 1806
2025
Q3 		$16.7M Buy
350,514
+70,171
+25% +$3.51M ﹤0.01% 1855
2025
Q2 		$16.2M Buy
280,343
+3,166
+1% +$183K ﹤0.01% 1785
2025
Q1 		$14.7M Sell
277,177
-6,452
-2% -$311K ﹤0.01% 1783
2024
Q4 		$14.3M Buy
283,629
+3,687
+1% +$179K ﹤0.01% 1860
2024
Q3 		$11.4M Sell
279,942
-18,872
-6% -$731K ﹤0.01% 1968
2024
Q2 		$10.8M Buy
298,814
+47,074
+19% +$1.71M ﹤0.01% 2004
2024
Q1 		$9.42M Buy
251,740
+19,096
+8% +$646K ﹤0.01% 2017
2023
Q4 		$7.88M Buy
232,644
+30,746
+15% +$945K ﹤0.01% 2115
2023
Q3 		$5.52M Buy
201,898
+130,838
+184% +$3.26M ﹤0.01% 2205
2023
Q2 		$1.8M Buy
71,060
+599
+0.9% +$13.8K ﹤0.01% 2581
2023
Q1 		$1.54M Buy
+70,461
New +$1.37M ﹤0.01% 2593

Other funds holding SKWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's SKWD Position: Q2 2026 in Review

Charles Schwab reduced its Skyward Specialty Insurance (SKWD) stake by 5.8% in Q2 2026, selling an estimated $940K and leaving 325,948 shares worth $19M. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Charles Schwab first reported a position in SKWD in Q1 2023 and has held it in 14 quarters since. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Charles Schwab held 325,948 shares of Skyward Specialty Insurance worth $19M as of Q2 2026.
  • Charles Schwab sold 19,918 Skyward Specialty Insurance shares in Q2 2026, an estimated $940K.
  • Skyward Specialty Insurance made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1857 holding.
  • Charles Schwab first reported a position in Skyward Specialty Insurance in Q1 2023 and has held it in 14 quarters since.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

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