Pallas Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.77M Sell
2025
Q1
$5.22M Sell
2024
Q4
$5.16M Sell
2024
Q3
$5.25M Buy
2024
Q2
$5.19M Buy
2024
Q1
$4.59M Sell
2023
Q4
$4.47M Sell
2023
Q3
$6.47M Buy
2023
Q2
$4.12M Buy
2023
Q1
$279K Buy