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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
2024-03-31 $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)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
Principal Exchange Traded Spectrum Pfd (PREF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Broadcom (AVGO)

View all positions for Pallas Capital Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF