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Schwab U S Large Cap Growth ETF shares owned by Pallas Capital Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Pallas Capital Advisors from 13F filings

Historical chart of Pallas Capital Advisors investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Pallas Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Pallas Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.7M 134k 27.87
2024-09-30 $3.5M 131k 26.44
2024-06-30 $3.1M 31k 101.06
2024-03-31 $2.8M 30k 92.72
2023-12-31 $2.4M 29k 82.96
2023-09-30 $2.7M 37k 71.22

More positions owned by Pallas Capital Advisors

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

View all positions for Pallas Capital Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Envestnet Asset Management
Financial Engines Advisors L.L.C
Mather Group
Sei Investments
LPL Financial
Mariner Wealth Advisors
Honkamp Krueger Financial Services
Raymond James Financial
Ameriprise Financial
Morgan Stanley
Fund Evaluation Group
Advisor Group Holdings
Resources Investment Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF