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Penserra Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Penserra Capital Management’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-308
Closed -$7K – 1352
2024
Q1 		$7K Buy
+308
New +$7.42K ﹤0.01% 1016

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Penserra Capital Management's SCHK Position: Q2 2024 in Review

Penserra Capital Management sold out of Schwab 1000 Index ETF (SCHK) in Q2 2024, closing a stake of 308 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in SCHK in Q1 2024 and held it in 1 quarter. The position peaked at $7K in Q1 2024. 162 funds tracked by Wall St. Rank hold SCHK as of Q2 2024.

  • Penserra Capital Management reported no remaining Schwab 1000 Index ETF position as of Q2 2024 after selling out during the quarter.
  • Penserra Capital Management sold 308 Schwab 1000 Index ETF shares in Q2 2024, an estimated $7K.
  • Penserra Capital Management first reported a position in Schwab 1000 Index ETF in Q1 2024 and held it in 1 quarter.
  • Penserra Capital Management's Schwab 1000 Index ETF position peaked at $7K in Q1 2024.
  • 162 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2024.

Based on Penserra Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.