Charles Schwab’s Skyward Specialty Insurance SKWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.2M Buy
280,343
+3,166
+1% +$183K ﹤0.01% 1785
2025
Q1
$14.7M Sell
277,177
-6,452
-2% -$341K ﹤0.01% 1783
2024
Q4
$14.3M Buy
283,629
+3,687
+1% +$186K ﹤0.01% 1860
2024
Q3
$11.4M Sell
279,942
-18,872
-6% -$769K ﹤0.01% 1968
2024
Q2
$10.8M Buy
298,814
+47,074
+19% +$1.7M ﹤0.01% 2004
2024
Q1
$9.42M Buy
251,740
+19,096
+8% +$714K ﹤0.01% 2016
2023
Q4
$7.88M Buy
232,644
+30,746
+15% +$1.04M ﹤0.01% 2114
2023
Q3
$5.52M Buy
201,898
+130,838
+184% +$3.58M ﹤0.01% 2204
2023
Q2
$1.8M Buy
71,060
+599
+0.9% +$15.2K ﹤0.01% 2580
2023
Q1
$1.54M Buy
+70,461
New +$1.54M ﹤0.01% 2592