CCP
SCHV

Clarkston Capital Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Clarkston Capital Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,208
Closed -$57.6K – 161
2024
Q4 		$57.6K Hold
2,208
– – ﹤0.01% 151
2024
Q3 		$59.2K Hold
2,208
– – ﹤0.01% 144
2024
Q2 		$54.5K Hold
2,208
– – ﹤0.01% 146
2024
Q1 		$55.9K Buy
2,208
+6
+0.3% +$144 ﹤0.01% 147
2023
Q4 		$51.5K Hold
2,202
– – ﹤0.01% 150
2023
Q3 		$47.3K Hold
2,202
– – ﹤0.01% 150
2023
Q2 		$49.2K Hold
2,202
– – ﹤0.01% 154
2023
Q1 		$48.1K Buy
2,202
+9
+0.4% +$200 ﹤0.01% 156
2022
Q4 		$48.3K Buy
2,193
+69
+3% +$1.49K ﹤0.01% 168
2022
Q3 		$41K Hold
2,124
– – ﹤0.01% 167
2022
Q2 		$44K Buy
2,124
+57
+3% +$1.28K ﹤0.01% 176
2022
Q1 		$49K Buy
2,067
+24
+1% +$568 ﹤0.01% 185
2021
Q4 		$50K Hold
2,043
– – ﹤0.01% 172
2021
Q3 		$46K Sell
2,043
-366
-15% -$8.47K ﹤0.01% 165
2021
Q2 		$55K Hold
2,409
– – ﹤0.01% 161
2021
Q1 		$52K Buy
2,409
+492
+26% +$10.2K ﹤0.01% 161
2020
Q4 		$38K Hold
1,917
– – ﹤0.01% 128
2020
Q3 		$33K Hold
1,917
– – ﹤0.01% 118
2020
Q2 		$32K Buy
1,917
+36
+2% +$588 ﹤0.01% 108
2020
Q1 		$28K Buy
1,881
+9
+0.5% +$165 ﹤0.01% 101
2019
Q4 		$38K Buy
1,872
+63
+3% +$1.22K ﹤0.01% 111
2019
Q3 		$34K Buy
+1,809
New +$33.9K ﹤0.01% 105

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Clarkston Capital Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2025, closing a stake of 2,208 shares — an estimated $57.6K sold.

Clarkston Capital Partners first reported a position in SCHV in Q3 2019 and held it in 22 quarters. The position peaked at $59.2K in Q3 2024. 843 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

  • Clarkston Capital Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Clarkston Capital Partners sold 2,208 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $57.6K.
  • Clarkston Capital Partners first reported a position in Schwab US Large-Cap Value ETF in Q3 2019 and held it in 22 quarters.
  • Clarkston Capital Partners's Schwab US Large-Cap Value ETF position peaked at $59.2K in Q3 2024.
  • 843 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

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