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Penserra Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Penserra Capital Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,080
Closed -$20K – 1355
2023
Q2 		$20K Buy
+1,080
New +$18.5K ﹤0.01% 1112
2020
Q1 		– Sell
-83,712
Closed -$972K – 925
2019
Q4 		$972K Buy
+83,712
New +$923K 0.06% 297

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Penserra Capital Management's SCHG Position: Q3 2023 in Review

Penserra Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2023, closing a stake of 1,080 shares — an estimated $20K sold.

Penserra Capital Management first reported a position in SCHG in Q4 2019 and held it in 2 quarters. The position peaked at $972K in Q4 2019. 971 funds tracked by Wall St. Rank hold SCHG as of Q3 2023.

  • Penserra Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Penserra Capital Management sold 1,080 Schwab US Large-Cap Growth ETF shares in Q3 2023, an estimated $20K.
  • Penserra Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 2 quarters.
  • Penserra Capital Management's Schwab US Large-Cap Growth ETF position peaked at $972K in Q4 2019.
  • 971 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2023.

Based on Penserra Capital Management's 13F filing for Q3 2023, filed 15 Nov 2023.