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Schwab Strategic Tr shares owned by Pallas Capital Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Pallas Capital Advisors from 13F filings

Historical chart of Pallas Capital Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 Strategic Tr by Pallas Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 481k 25.79
2024-06-30 $7.8M 150k 51.77
2024-03-31 $7.3M 141k 52.05
2023-12-31 $6.6M 126k 52.61
2023-09-30 $5.6M 114k 48.69