Permit Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.74M	Buy	+98,766	New	+$1.75M	0.67%	39

Other funds holding SCHX

CSIA

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

Permit Capital Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2022: 98,766 shares worth $1.74M. The stake represents 0.67% of the portfolio and ranks #39 among its holdings.

984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

Permit Capital Advisors held 98,766 shares of Schwab US Large- Cap ETF worth $1.74M as of Q1 2022.
Schwab US Large- Cap ETF was a new Permit Capital Advisors position in Q1 2022.
Schwab US Large- Cap ETF made up 0.67% of Permit Capital Advisors's portfolio in Q1 2022, its #39 holding.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

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