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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Pallas Capital Advisors

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Pallas Capital Advisors from 13F filings

Historical chart of Pallas Capital Advisors investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Pallas Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Pallas Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.8M 409k 23.93
2024-06-30 $9.8M 142k 69.07
2024-03-31 $9.6M 143k 67.39
2023-12-31 $9.2M 149k 61.94
2023-09-30 $7.4M 136k 54.16

More positions owned by Pallas Capital Advisors

Bruker Corporation (BRKR)
Global Partners Com Units (GLP)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
NVIDIA Corporation (NVDA)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Pallas Capital Advisors

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Management
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Envestnet Asset Management
Cornerstone Planning Group
Callan Capital
Morgan Stanley
Bank of America Corporation
Charles Schwab Trust
Financial Strategies Group
Lee Financial

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg