Charles Schwab’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $154M | Buy |
458,030
+50,681
| +12% | +$15.2M | 0.02% | 568 |
|
|
2026
Q1 | $99.7M | Buy |
407,349
+21,652
| +6% | +$7.24M | 0.02% | 720 |
|
|
2025
Q4 | $162M | Buy |
385,697
+9,980
| +3% | +$3.63M | 0.03% | 489 |
|
|
2025
Q3 | $117M | Buy |
375,717
+28,116
| +8% | +$7.23M | 0.02% | 630 |
|
|
2025
Q2 | $73M | Buy |
347,601
+35,626
| +11% | +$6.59M | 0.01% | 848 |
|
|
2025
Q1 | $54.7M | Buy |
311,975
+16,762
| +6% | +$4.08M | 0.01% | 1015 |
|
|
2024
Q4 | $68.7M | Buy |
295,213
+16,794
| +6% | +$4.74M | 0.01% | 887 |
|
|
2024
Q3 | $75.3M | Buy |
278,419
+7,575
| +3% | +$1.97M | 0.01% | 829 |
|
|
2024
Q2 | $67.7M | Buy |
270,844
+13,049
| +5% | +$4.12M | 0.01% | 843 |
|
|
2024
Q1 | $92.5M | Buy |
257,795
+8,673
| +3% | +$3.54M | 0.02% | 638 |
|
|
2023
Q4 | $102M | Buy |
249,122
+11,439
| +5% | +$4.34M | 0.03% | 552 |
|
|
2023
Q3 | $82.2M | Buy |
237,683
+2,277
| +1% | +$864K | 0.02% | 593 |
|
|
2023
Q2 | $96.7M | Buy |
235,406
+5,903
| +3% | +$1.72M | 0.03% | 529 |
|
|
2023
Q1 | $53.5M | Buy |
229,503
+5,331
| +2% | +$1.12M | 0.02% | 788 |
|
|
2022
Q4 | $44.1M | Buy |
224,172
+9,962
| +5% | +$1.77M | 0.01% | 901 |
|
|
2022
Q3 | $42.5M | Buy |
214,210
+4,573
| +2% | +$1.33M | 0.02% | 860 |
|
|
2022
Q2 | $54.4M | Buy |
209,637
+3,506
| +2% | +$1.1M | 0.02% | 704 |
|
|
2022
Q1 | $91.4M | Buy |
206,131
+5,813
| +3% | +$2.27M | 0.03% | 547 |
|
|
2021
Q4 | $106M | Buy |
200,318
+9,005
| +5% | +$4.61M | 0.03% | 506 |
|
|
2021
Q3 | $90.2M | Sell |
191,313
-80,147
| -30% | -$32.3M | 0.03% | 540 |
|
|
2021
Q2 | $98.1M | Buy |
271,460
+13,703
| +5% | +$4.24M | 0.03% | 501 |
|
|
2021
Q1 | $68.9M | Buy |
257,757
+6,944
| +3% | +$2.46M | 0.03% | 641 |
|
|
2020
Q4 | $90.1M | Buy |
250,813
+3,244
| +1% | +$906K | 0.04% | 452 |
|
|
2020
Q3 | $57.3M | Sell |
247,569
-9,724
| -4% | -$2.11M | 0.03% | 595 |
|
|
2020
Q2 | $58.2M | Buy |
257,293
+23,438
| +10% | +$4.34M | 0.03% | 555 |
|
|
2020
Q1 | $31.9M | Buy |
233,855
+19,151
| +9% | +$2.83M | 0.02% | 710 |
|
|
2019
Q4 | $28.3M | Buy |
214,704
+4,360
| +2% | +$572K | 0.02% | 977 |
|
|
2019
Q3 | $25.3M | Buy |
210,344
+86,292
| +70% | +$12.5M | 0.02% | 988 |
|
|
2019
Q2 | $18.9M | Buy |
124,052
+21,664
| +21% | +$3.14M | 0.01% | 1175 |
|
|
2019
Q1 | $15.1M | Buy |
102,388
+6,115
| +6% | +$628K | 0.01% | 1300 |
|
|
2018
Q4 | $8.06M | Buy |
96,273
+7,262
| +8% | +$559K | 0.01% | 1603 |
|
|
2018
Q3 | $7.26M | Buy |
89,011
+81,388
| +1,068% | +$5.43M | ﹤0.01% | 1843 |
|
|
2018
Q2 | $379K | Buy |
7,623
+2,623
| +52% | +$118K | ﹤0.01% | 2887 |
|
|
2018
Q1 | $217K | Buy |
+5,000
| New | +$162K | ﹤0.01% | 2969 |
|
Other funds holding MDB
Charles Schwab's MDB Position: Q2 2026 in Review
Charles Schwab increased its MongoDB (MDB) stake by 12% in Q2 2026, buying an estimated $15.2M and bringing the position to 458,030 shares worth $154M. The position accounts for 0.02% of the portfolio, ranked #568.
Charles Schwab first reported a position in MDB in Q1 2018 and has held it in 34 quarters since. The position peaked at $162M in Q4 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.
- Charles Schwab held 458,030 shares of MongoDB worth $154M as of Q2 2026.
- Charles Schwab bought 50,681 MongoDB shares in Q2 2026, an estimated $15.2M.
- MongoDB made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #568 holding.
- Charles Schwab first reported a position in MongoDB in Q1 2018 and has held it in 34 quarters since.
- Charles Schwab's MongoDB position peaked at $162M in Q4 2025.
- 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.