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Pallas Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Pallas Capital Advisors’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,044
Closed -$402K – 390
2023
Q3 		$402K Buy
16,044
+1,356
+9% +$35K 0.02% 260
2023
Q2 		$384K Buy
+14,688
New +$389K 0.02% 213

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Pallas Capital Advisors's SCHP Position: Q4 2023 in Review

Pallas Capital Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 16,044 shares — an estimated $402K sold.

Pallas Capital Advisors first reported a position in SCHP in Q2 2023 and held it in 2 quarters. The position peaked at $402K in Q3 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

  • Pallas Capital Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Pallas Capital Advisors sold 16,044 Schwab US TIPS ETF shares in Q4 2023, an estimated $402K.
  • Pallas Capital Advisors first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 2 quarters.
  • Pallas Capital Advisors's Schwab US TIPS ETF position peaked at $402K in Q3 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Pallas Capital Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.