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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
2024-03-31 $9.6M 143k 67.39
2023-12-31 $9.2M 149k 61.94
2023-09-30 $7.4M 136k 54.16

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Principal Exchange Traded Spectrum Pfd (PREF)
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Broadcom (AVGO)

View all positions for Pallas Capital Advisors

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

Charles Schwab Investment Advisory
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Callan Capital
Bank of America Corporation
Charles Schwab Trust
Lee Financial
Kelman-Lazarov
Kavar Capital Partners Group
Gemmer Asset Management
Bell Investment Advisors

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