Pallas Capital Advisors’s Charles Schwab SCHW Stock Holding History

Pallas Capital Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.41M	Sell
2025 Q1	$1.41M	Buy
2024 Q3	–	Sell
2024 Q2	$254K	Sell
2024 Q1	$326K	Sell
2023 Q4	$481K	Sell
2023 Q3	$474K	Sell
2023 Q2	$823K	Sell
2023 Q1	$867K	Buy
2021 Q3	–	Sell
2021 Q2	$261K	Buy