Clarkston Capital Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Clarkston Capital Partners’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,862	Closed	-$133K	–	156
2024 Q4	$133K	Hold	5,862	–	–	﹤0.01%	146
2024 Q3	$130K	Hold	5,862	–	–	﹤0.01%	142
2024 Q2	$123K	Hold	5,862	–	–	﹤0.01%	143
2024 Q1	$119K	Sell	5,862 -2,388	-29%	-$46.2K	﹤0.01%	144
2023 Q4	$153K	Sell	8,250 -5,475	-40%	-$94.6K	﹤0.01%	141
2023 Q3	$228K	Sell	13,725 -576	-4%	-$9.97K	﹤0.01%	136
2023 Q2	$246K	Hold	14,301	–	–	﹤0.01%	136
2023 Q1	$228K	Buy	14,301 +51	+0.4%	+$797	﹤0.01%	138
2022 Q4	$213K	Buy	14,250 +159	+1%	+$2.39K	﹤0.01%	152
2022 Q3	$197K	Hold	14,091	–	–	﹤0.01%	156
2022 Q2	$208K	Sell	14,091 -807	-5%	-$13K	﹤0.01%	160
2022 Q1	$265K	Buy	14,898 +138	+0.9%	+$2.42K	﹤0.01%	152
2021 Q4	$278K	Hold	14,760	–	–	﹤0.01%	141
2021 Q3	$255K	Buy	14,760 +102	+0.7%	+$1.81K	﹤0.01%	131
2021 Q2	$255K	Hold	14,658	–	–	﹤0.01%	133
2021 Q1	$236K	Sell	14,658 -234	-2%	-$3.69K	﹤0.01%	137
2020 Q4	$226K	Sell	14,892 -936	-6%	-$13.3K	﹤0.01%	108
2020 Q3	$210K	Buy	15,828 +210	+1%	+$2.76K	0.01%	102
2020 Q2	$191K	Sell	15,618 -1,410	-8%	-$16.3K	0.01%	97
2020 Q1	$172K	Buy	17,028 +48	+0.3%	+$581	0.01%	92
2019 Q4	$218K	Buy	16,980 +372	+2%	+$4.57K	0.01%	94
2019 Q3	$196K	Buy	+16,608	New	+$196K	0.01%	96
2019 Q2	–	Sell	-18,186	Closed	-$206K	–	104
2019 Q1	$206K	Buy	+18,186	New	+$199K	0.01%	94
2018 Q4	–	Sell	-18,678	Closed	-$219K	–	98
2018 Q3	$219K	Hold	18,678	–	–	0.01%	95
2018 Q2	$205K	Sell	18,678 -900	-5%	-$9.84K	0.01%	93
2018 Q1	$208K	Buy	19,578 +126	+0.6%	+$1.38K	0.01%	89
2017 Q4	$209K	Buy	+19,452	New	+$204K	0.01%	92
2017 Q3	–	Sell	-23,136	Closed	-$225K	–	98
2017 Q2	$225K	Sell	23,136 -1,920	-8%	-$18.5K	0.01%	88
2017 Q1	$238K	Buy	25,056 +582	+2%	+$5.46K	0.01%	88
2016 Q4	$221K	Buy	24,474 +480	+2%	+$4.23K	0.01%	112
2016 Q3	$209K	Buy	+23,994	New	+$208K	0.01%	115

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Clarkston Capital Partners's SCHB Position: Q1 2025 in Review

Clarkston Capital Partners sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 5,862 shares — an estimated $133K sold.

Clarkston Capital Partners first reported a position in SCHB in Q3 2016 and held it in 31 quarters. The position peaked at $278K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

Clarkston Capital Partners reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
Clarkston Capital Partners sold 5,862 Schwab US Broad Market ETF shares in Q1 2025, an estimated $133K.
Clarkston Capital Partners first reported a position in Schwab US Broad Market ETF in Q3 2016 and held it in 31 quarters.
Clarkston Capital Partners's Schwab US Broad Market ETF position peaked at $278K in Q4 2021.
1,174 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Clarkston Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.