Permit Capital Advisors’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.91M	Buy	+73,492	New	+$1.77M	0.73%	35

Other funds holding SCHH

CSIA

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Permit Capital Advisors opened a new position in Schwab US REIT ETF (SCHH) in Q1 2022: 73,492 shares worth $1.91M. The stake represents 0.73% of the portfolio and ranks #35 among its holdings.

465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

Permit Capital Advisors held 73,492 shares of Schwab US REIT ETF worth $1.91M as of Q1 2022.
Schwab US REIT ETF was a new Permit Capital Advisors position in Q1 2022.
Schwab US REIT ETF made up 0.73% of Permit Capital Advisors's portfolio in Q1 2022, its #35 holding.
465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

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