Clarkston Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$558K	Buy	17,611 +3	+0%	+$95	0.05%	81
2026 Q1	$540K	Buy	17,608 +2	+0%	+$61	0.04%	86
2025 Q4	$483K	Sell	17,606 -1,452	-8%	-$39.5K	0.01%	140
2025 Q3	$520K	Sell	19,058 -633	-3%	-$17.3K	0.01%	130
2025 Q2	$522K	Sell	19,691 -18	-0.1%	-$470	0.01%	124
2025 Q1	$551K	Buy	19,709 +382	+2%	+$10.6K	0.01%	115
2024 Q4	$528K	Sell	19,327 -2	-0%	-$57	0.01%	118
2024 Q3	$545K	Buy	19,329 +81	+0.4%	+$2.21K	0.01%	117
2024 Q2	$499K	Hold	19,248	–	–	0.01%	121
2024 Q1	$517K	Buy	19,248 +519	+3%	+$13.4K	0.01%	117
2023 Q4	$475K	Sell	18,729 -7,074	-27%	-$169K	0.01%	116
2023 Q3	$609K	Sell	25,803 -282	-1%	-$6.92K	0.01%	107
2023 Q2	$631K	Buy	26,085 +15	+0.1%	+$358	0.01%	107
2023 Q1	$636K	Sell	26,070 -462	-2%	-$11.6K	0.01%	103
2022 Q4	$668K	Buy	26,532 +528	+2%	+$13K	0.01%	107
2022 Q3	$576K	Buy	26,004 +15	+0.1%	+$364	0.01%	114
2022 Q2	$621K	Sell	25,989 -1,062	-4%	-$27K	0.01%	114
2022 Q1	$711K	Buy	27,051 +9,177	+51%	+$240K	0.01%	116
2021 Q4	$482K	Buy	17,874 +15	+0.1%	+$390	0.01%	122
2021 Q3	$442K	Buy	17,859 +3	+0%	+$76	0.01%	109
2021 Q2	$450K	Sell	17,856 -138	-0.8%	-$3.48K	0.01%	108
2021 Q1	$437K	Buy	17,994 +321	+2%	+$7.3K	0.01%	109
2020 Q4	$378K	Buy	17,673 +63	+0.4%	+$1.28K	0.01%	94
2020 Q3	$325K	Buy	17,610 +63	+0.4%	+$1.16K	0.01%	96
2020 Q2	$303K	Sell	17,547 -1,644	-9%	-$27.8K	0.01%	91
2020 Q1	$288K	Buy	19,191 +312	+2%	+$5.6K	0.01%	82
2019 Q4	$365K	Sell	18,879 -1,047	-5%	-$19.6K	0.01%	81
2019 Q3	$363K	Buy	19,926 +33	+0.2%	+$591	0.01%	82
2019 Q2	$352K	Sell	19,893 -1,434	-7%	-$25.2K	0.01%	82
2019 Q1	$372K	Buy	21,327 +216	+1%	+$3.63K	0.01%	80
2018 Q4	$331K	Buy	21,111 +153	+0.7%	+$2.55K	0.01%	85
2018 Q3	$370K	Buy	20,958 +141	+0.7%	+$2.44K	0.01%	82
2018 Q2	$342K	Sell	20,817 -1,581	-7%	-$26K	0.01%	80
2018 Q1	$366K	Buy	22,398 +150	+0.7%	+$2.56K	0.01%	76
2017 Q4	$379K	Buy	+22,248	New	+$366K	0.01%	79

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Clarkston Capital Partners's SCHD Position: Q2 2026 in Review

Clarkston Capital Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.02% in Q2 2026, buying an estimated $95 and bringing the position to 17,611 shares worth $558K. The position accounts for 0.05% of the portfolio, ranked #81.

Clarkston Capital Partners first reported a position in SCHD in Q4 2017 and has held it in 35 quarters since. The position peaked at $711K in Q1 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Clarkston Capital Partners held 17,611 shares of Schwab US Dividend Equity ETF worth $558K as of Q2 2026.
Clarkston Capital Partners bought 3 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $95.
Schwab US Dividend Equity ETF made up 0.05% of Clarkston Capital Partners's portfolio in Q2 2026, its #81 holding.
Clarkston Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 35 quarters since.
Clarkston Capital Partners's Schwab US Dividend Equity ETF position peaked at $711K in Q1 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Clarkston Capital Partners's 13F filing for Q2 2026, filed 11 Aug 2026.