Charles Schwab
SKWD icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return