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Clarkston Capital Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Clarkston Capital Partners’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-303
Closed -$8K – 187
2021
Q2 		$8K Hold
303
– – ﹤0.01% 176
2021
Q1 		$7K Buy
+303
New +$7.35K ﹤0.01% 172

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Clarkston Capital Partners's SCHM Position: Q3 2021 in Review

Clarkston Capital Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2021, closing a stake of 303 shares — an estimated $8K sold.

Clarkston Capital Partners first reported a position in SCHM in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • Clarkston Capital Partners reported no remaining Schwab US Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Clarkston Capital Partners sold 303 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $8K.
  • Clarkston Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 2 quarters.
  • Clarkston Capital Partners's Schwab US Mid-Cap ETF position peaked at $8K in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Clarkston Capital Partners's 13F filing for Q3 2021, filed 10 Nov 2021.