Charles Schwab Corporation shares owned by Pallas Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pallas Capital Advisors
from 13F filings
Historical chart of Pallas Capital Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Pallas Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $326k | 4.5k | 72.34 |
| 2023-12-31 | $481k | 7.0k | 68.80 |
| 2023-09-30 | $475k | 9.3k | 50.75 |
| 2023-06-30 | $823k | 14k | 58.64 |
| 2023-03-31 | $867k | 16k | 53.12 |
| 2021-06-30 | $261k | 3.9k | 67.55 |