Permit Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$119K	Buy	+4,455	New	+$117K	0.05%	79

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CSIA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

Permit Capital Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2022: 4,455 shares worth $119K. The stake represents 0.05% of the portfolio and ranks #79 among its holdings.

1,174 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

Permit Capital Advisors held 4,455 shares of Schwab US Dividend Equity ETF worth $119K as of Q1 2022.
Schwab US Dividend Equity ETF was a new Permit Capital Advisors position in Q1 2022.
Schwab US Dividend Equity ETF made up 0.05% of Permit Capital Advisors's portfolio in Q1 2022, its #79 holding.
1,174 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

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