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Clarkston Capital Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Clarkston Capital Partners’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
Q4 		– Sell
-1,116
Closed -$20.3K – 171
2023
Q3 		$20.3K Buy
+1,116
New +$21K ﹤0.01% 156

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Clarkston Capital Partners's SCHG Position: Q4 2023 in Review

Clarkston Capital Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2023, closing a stake of 1,116 shares — an estimated $20.3K sold.

Clarkston Capital Partners first reported a position in SCHG in Q3 2023 and held it in 1 quarter. The position peaked at $20.3K in Q3 2023. 1,096 funds tracked by Wall St. Rank hold SCHG as of Q4 2023.

  • Clarkston Capital Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Clarkston Capital Partners sold 1,116 Schwab US Large-Cap Growth ETF shares in Q4 2023, an estimated $20.3K.
  • Clarkston Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Clarkston Capital Partners's Schwab US Large-Cap Growth ETF position peaked at $20.3K in Q3 2023.
  • 1,096 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2023.

Based on Clarkston Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.