Permit Capital Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$532K	Buy	+21,782	New	+$566K	0.2%	56

Other funds holding SCHZ

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

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Permit Capital Advisors opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022: 21,782 shares worth $532K. The stake represents 0.2% of the portfolio and ranks #56 among its holdings.

540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

Permit Capital Advisors held 21,782 shares of Schwab US Aggregate Bond ETF worth $532K as of Q1 2022.
Schwab US Aggregate Bond ETF was a new Permit Capital Advisors position in Q1 2022.
Schwab US Aggregate Bond ETF made up 0.2% of Permit Capital Advisors's portfolio in Q1 2022, its #56 holding.
540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

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