Charles Schwab
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Charles Schwab’s Pangaea Logistics PANL Stock Holding History

Charles Schwab’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$655K Buy
100,780
+21,031
+26% +$160K ﹤0.01% 3152
2026
Q1 		$565K Sell
79,749
-7,814
-9% -$61.6K ﹤0.01% 3069
2025
Q4 		$602K Buy
87,563
+122
+0.1% +$738 ﹤0.01% 3103
2025
Q3 		$444K Hold
87,441
– – ﹤0.01% 3204
2025
Q2 		$411K Sell
87,441
-12,294
-12% -$54.6K ﹤0.01% 3198
2025
Q1 		$475K Buy
99,735
+12,680
+15% +$66.8K ﹤0.01% 3096
2024
Q4 		$467K Buy
87,055
+7
+0% +$42 ﹤0.01% 3160
2024
Q3 		$629K Hold
87,048
– – ﹤0.01% 3078
2024
Q2 		$682K Sell
87,048
-9,488
-10% -$70.6K ﹤0.01% 3065
2024
Q1 		$673K Sell
96,536
-36
-0% -$295 ﹤0.01% 2915
2023
Q4 		$796K Hold
96,572
– – ﹤0.01% 2912
2023
Q3 		$568K Hold
96,572
– – ﹤0.01% 3000
2023
Q2 		$654K Buy
96,572
+83,274
+626% +$514K ﹤0.01% 2926
2023
Q1 		$78.1K Hold
13,298
– – ﹤0.01% 3284
2022
Q4 		$68.5K Hold
13,298
– – ﹤0.01% 3304
2022
Q3 		$62K Hold
13,298
– – ﹤0.01% 3283
2022
Q2 		$68K Buy
+13,298
New +$72.8K ﹤0.01% 3344
2022
Q1 		– Sell
-11,475
Closed -$44K – 3611
2021
Q4 		$44K Hold
11,475
– – ﹤0.01% 3524
2021
Q3 		$58K Buy
+11,475
New +$56.3K ﹤0.01% 3433
2021
Q2 		– Sell
-23,042
Closed -$73K – 3506
2021
Q1 		$73K Hold
23,042
– – ﹤0.01% 3406
2020
Q4 		$64K Hold
23,042
– – ﹤0.01% 3342
2020
Q3 		$60K Hold
23,042
– – ﹤0.01% 3274
2020
Q2 		$58K Buy
+23,042
New +$50.2K ﹤0.01% 3257

Other funds holding PANL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Charles Schwab's PANL Position: Q2 2026 in Review

Charles Schwab increased its Pangaea Logistics (PANL) stake by 26% in Q2 2026, buying an estimated $160K and bringing the position to 100,780 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #3152.

Charles Schwab first reported a position in PANL in Q2 2020 and has held it in 23 quarters since. The position peaked at $796K in Q4 2023. 160 funds tracked by Wall St. Rank hold PANL as of Q2 2026.

  • Charles Schwab held 100,780 shares of Pangaea Logistics worth $655K as of Q2 2026.
  • Charles Schwab bought 21,031 Pangaea Logistics shares in Q2 2026, an estimated $160K.
  • Pangaea Logistics made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3152 holding.
  • Charles Schwab first reported a position in Pangaea Logistics in Q2 2020 and has held it in 23 quarters since.
  • Charles Schwab's Pangaea Logistics position peaked at $796K in Q4 2023.
  • 160 funds tracked by Wall St. Rank held Pangaea Logistics as of Q2 2026.

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