Charles Schwab
PAL

Charles Schwab’s Proficient Auto Logistics PAL Stock Holding History

Charles Schwab’s Portfolio PAL Stock Details PAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
206,089
+24,835
+14% +$166K ﹤0.01% 2902
2026
Q1 		$1.23M Sell
181,254
-16,727
-8% -$138K ﹤0.01% 2845
2025
Q4 		$1.91M Buy
197,981
+20,752
+12% +$163K ﹤0.01% 2769
2025
Q3 		$1.22M Buy
177,229
+20,863
+13% +$154K ﹤0.01% 2889
2025
Q2 		$1.14M Buy
156,366
+9,561
+7% +$74.7K ﹤0.01% 2862
2025
Q1 		$1.23M Buy
146,805
+12,159
+9% +$120K ﹤0.01% 2775
2024
Q4 		$1.09M Buy
134,646
+913
+0.7% +$9.08K ﹤0.01% 2885
2024
Q3 		$1.9M Buy
133,733
+46,312
+53% +$837K ﹤0.01% 2725
2024
Q2 		$1.4M Buy
+87,421
New +$1.33M ﹤0.01% 2812

Other funds holding PAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Charles Schwab's PAL Position: Q2 2026 in Review

Charles Schwab increased its Proficient Auto Logistics (PAL) stake by 14% in Q2 2026, buying an estimated $166K and bringing the position to 206,089 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2902.

Charles Schwab first reported a position in PAL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.91M in Q4 2025. 116 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

  • Charles Schwab held 206,089 shares of Proficient Auto Logistics worth $1.4M as of Q2 2026.
  • Charles Schwab bought 24,835 Proficient Auto Logistics shares in Q2 2026, an estimated $166K.
  • Proficient Auto Logistics made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2902 holding.
  • Charles Schwab first reported a position in Proficient Auto Logistics in Q2 2024 and has held it in 9 quarters since.
  • Charles Schwab's Proficient Auto Logistics position peaked at $1.91M in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

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