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Permit Capital Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Permit Capital Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$6.71M Buy
+339,441
New +$6.54M 2.58% 12

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Permit Capital Advisors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2022: 339,441 shares worth $6.71M. The stake represents 2.58% of the portfolio and ranks #12 among its holdings.

397 funds tracked by Wall St. Rank hold FNDX as of Q1 2022.

  • Permit Capital Advisors held 339,441 shares of Schwab Fundamental US Large Company Index ETF worth $6.71M as of Q1 2022.
  • Schwab Fundamental US Large Company Index ETF was a new Permit Capital Advisors position in Q1 2022.
  • Schwab Fundamental US Large Company Index ETF made up 2.58% of Permit Capital Advisors's portfolio in Q1 2022, its #12 holding.
  • 397 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2022.

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