Permit Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$391K	Buy	+16,634	New	+$393K	0.15%	63

Other funds holding SCHA

CSIA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Permit Capital Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2022: 16,634 shares worth $391K. The stake represents 0.15% of the portfolio and ranks #63 among its holdings.

941 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

Permit Capital Advisors held 16,634 shares of Schwab U.S Small- Cap ETF worth $391K as of Q1 2022.
Schwab U.S Small- Cap ETF was a new Permit Capital Advisors position in Q1 2022.
Schwab U.S Small- Cap ETF made up 0.15% of Permit Capital Advisors's portfolio in Q1 2022, its #63 holding.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

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