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 |
|---|---|---|---|
| 2025-09-30 | $20M | 781k | 25.61 |
| 2025-06-30 | $19M | 756k | 25.18 |
| 2025-03-31 | $17M | 669k | 25.37 |
| 2024-12-31 | $14M | 540k | 25.68 |
| 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 |