Permit Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.89M	Buy	+74,373	New	+$1.86M	0.73%	36

Other funds holding SCHM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

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

Permit Capital Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q1 2022: 74,373 shares worth $1.89M. The stake represents 0.73% of the portfolio and ranks #36 among its holdings.

758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

Permit Capital Advisors held 74,373 shares of Schwab US Mid-Cap ETF worth $1.89M as of Q1 2022.
Schwab US Mid-Cap ETF was a new Permit Capital Advisors position in Q1 2022.
Schwab US Mid-Cap ETF made up 0.73% of Permit Capital Advisors's portfolio in Q1 2022, its #36 holding.
758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

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