Permit Capital Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Permit Capital Advisors’s Portfolio FNDA Stock Details FNDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$2K	Buy	+60	New	+$1.59K	﹤0.01%	112

Other funds holding FNDA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Permit Capital Advisors's FNDA Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2022: 60 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #112 among its holdings.

272 funds tracked by Wall St. Rank hold FNDA as of Q1 2022.

Permit Capital Advisors held 60 shares of Schwab Fundamental US Small Company Index ETF worth $2K as of Q1 2022.
Schwab Fundamental US Small Company Index ETF was a new Permit Capital Advisors position in Q1 2022.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Permit Capital Advisors's portfolio in Q1 2022, its #112 holding.
272 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.