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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Pallas Capital Advisors's SCHG Position: Q1 2026 in Review

Pallas Capital Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.5% in Q1 2026, buying an estimated $208K and bringing the position to 127,419 shares worth $3.71M. The position accounts for 0.14% of the portfolio, ranked #130.

Pallas Capital Advisors first reported a position in SCHG in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.2M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Pallas Capital Advisors held 127,419 shares of Schwab US Large-Cap Growth ETF worth $3.71M as of Q1 2026.
  • Pallas Capital Advisors bought 6,676 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $208K.
  • Schwab US Large-Cap Growth ETF made up 0.14% of Pallas Capital Advisors's portfolio in Q1 2026, its #130 holding.
  • Pallas Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • Pallas Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $4.2M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.