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Pallas Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pallas Capital Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.3M Buy
186,303
+58,884
+46% +$1.95M 0.19% 92
2026
Q1 		$3.71M Buy
127,419
+6,676
+6% +$208K 0.14% 130
2025
Q4 		$3.94M Sell
120,743
-10,750
-8% -$350K 0.13% 131
2025
Q3 		$4.2M Sell
131,493
-4,479
-3% -$137K 0.15% 114
2025
Q2 		$3.97M Sell
135,972
-10,023
-7% -$265K 0.15% 110
2025
Q1 		$3.66M Buy
145,995
+11,785
+9% +$323K 0.15% 125
2024
Q4 		$3.74M Sell
134,210
-390,458
-74% -$10.7M 0.16% 114
2024
Q3 		$3.47M Buy
524,668
+402,788
+330% +$10.1M 0.15% 121
2024
Q2 		$3.08M Buy
121,880
+2,008
+2% +$47.4K 0.14% 124
2024
Q1 		$2.78M Buy
119,872
+2,956
+3% +$65.4K 0.12% 136
2023
Q4 		$2.42M Sell
116,916
-32,752
-22% -$634K 0.13% 131
2023
Q3 		$2.66M Buy
+149,668
New +$2.82M 0.16% 111

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pallas Capital Advisors's SCHG Position: Q2 2026 in Review

Pallas Capital Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 46% in Q2 2026, buying an estimated $1.95M and bringing the position to 186,303 shares worth $6.3M. The position accounts for 0.19% of the portfolio, ranked #92.

Pallas Capital Advisors first reported a position in SCHG in Q3 2023 and has held it in 12 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Pallas Capital Advisors held 186,303 shares of Schwab US Large-Cap Growth ETF worth $6.3M as of Q2 2026.
  • Pallas Capital Advisors bought 58,884 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.95M.
  • Schwab US Large-Cap Growth ETF made up 0.19% of Pallas Capital Advisors's portfolio in Q2 2026, its #92 holding.
  • Pallas Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.