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Pallas Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Pallas Capital Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-14,160
Closed -$266K – 390
2021
Q3 		$266K Sell
14,160
-27,984
-66% -$498K 0.03% 324
2021
Q2 		$746K Buy
+42,144
New +$713K 0.1% 148

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Pallas Capital Advisors's SCHB Position: Q4 2021 in Review

Pallas Capital Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2021, closing a stake of 14,160 shares — an estimated $266K sold.

Pallas Capital Advisors first reported a position in SCHB in Q2 2021 and held it in 2 quarters. The position peaked at $746K in Q2 2021. 894 funds tracked by Wall St. Rank hold SCHB as of Q4 2021.

  • Pallas Capital Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2021 after selling out during the quarter.
  • Pallas Capital Advisors sold 14,160 Schwab US Broad Market ETF shares in Q4 2021, an estimated $266K.
  • Pallas Capital Advisors first reported a position in Schwab US Broad Market ETF in Q2 2021 and held it in 2 quarters.
  • Pallas Capital Advisors's Schwab US Broad Market ETF position peaked at $746K in Q2 2021.
  • 894 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2021.

Based on Pallas Capital Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.