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Schwab Strategic Tr us dividend eq shares owned by Permanent Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Permanent Capital Management from 13F filings

Historical chart of Permanent Capital Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Permanent Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Permanent Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $229k 7.2k 31.71

More positions owned by Permanent Capital Management

Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Acwi Etf (ACWI)
Spdr Series Trust St Lon Treas Etf (SPTL)
Caterpillar (CAT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)

View all positions for Permanent Capital Management

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
Rakuten Investment Management
Bank of America Corporation
LPL Financial
Morgan Stanley
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
UBS Group
Sontag Advisory
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Royal Bank of Canada
Advisor Group Holdings
Virginia Estate & Retirement Planning Advisors

View all funds holding Schwab Strategic Tr us dividend eq