Mangrove Partners’s Charles Schwab SCHW Stock Holding History

Mangrove Partners’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,659	Closed	-$827K	–	433
2025 Q3	$827K	Buy	+8,659	New	+$822K	0.06%	138
2025 Q1	–	Sell	-10,126	Closed	-$749K	–	208
2024 Q4	$749K	Buy	+10,126	New	+$758K	0.08%	114

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Mangrove Partners's SCHW Position: Q4 2025 in Review

Mangrove Partners sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 8,659 shares — an estimated $827K sold.

Mangrove Partners first reported a position in SCHW in Q4 2024 and held it in 2 quarters. The position peaked at $827K in Q3 2025. 2,317 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

Mangrove Partners reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
Mangrove Partners sold 8,659 Charles Schwab shares in Q4 2025, an estimated $827K.
Mangrove Partners first reported a position in Charles Schwab in Q4 2024 and held it in 2 quarters.
Mangrove Partners's Charles Schwab position peaked at $827K in Q3 2025.
2,317 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Mangrove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.