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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
2024-03-31 $7.3M 141k 52.05
2023-12-31 $6.6M 126k 52.61
2023-09-30 $5.6M 114k 48.69

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Broadcom (AVGO)

View all positions for Pallas Capital Advisors

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Charles Schwab Trust
Wedmont Private Capital
Pallas Capital Advisors
Beaird Harris Wealth Management
Bank of America Corporation
Myecfo
Garrett Investment Advisors
Adviser Investments
O'rourke & Company
VanderPol Investments
Captrust Financial Advisors
SageView Advisory Group
Bank of New York Mellon
Lindenwold Advisors

View all funds holding Schwab Strategic Tr