PCM
SCHX icon

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

Penserra Capital Management’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
2024
Q2 		– Sell
-375
Closed -$7K – 1353
2024
Q1 		$7K Buy
+375
New +$7.38K ﹤0.01% 1017

Other funds holding SCHX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Penserra Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 375 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in SCHX in Q1 2024 and held it in 1 quarter. The position peaked at $7K in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • Penserra Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Penserra Capital Management sold 375 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $7K.
  • Penserra Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 1 quarter.
  • Penserra Capital Management's Schwab US Large- Cap ETF position peaked at $7K in Q1 2024.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

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