Clarkston Capital Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,787
| Closed | -$64.6K | – | 162 |
|
|
2024
Q4 | $64.6K | Buy |
2,787
+237
| +9% | +$5.49K | ﹤0.01% | 149 |
|
|
2024
Q3 | $57.7K | Hold |
2,550
| – | – | ﹤0.01% | 145 |
|
|
2024
Q2 | $54.6K | Hold |
2,550
| – | – | ﹤0.01% | 145 |
|
|
2024
Q1 | $52.8K | Sell |
2,550
-1,350
| -35% | -$27.9K | ﹤0.01% | 148 |
|
|
2023
Q4 | $73.3K | Sell |
3,900
-120
| -3% | -$2.26K | ﹤0.01% | 145 |
|
|
2023
Q3 | $67.8K | Hold |
4,020
| – | – | ﹤0.01% | 146 |
|
|
2023
Q2 | $70.2K | Sell |
4,020
-636
| -14% | -$11.1K | ﹤0.01% | 150 |
|
|
2023
Q1 | $75.1K | Buy |
+4,656
| New | +$75.1K | ﹤0.01% | 153 |
|
|
2021
Q3 | – | Sell |
-834
| Closed | -$14K | – | 188 |
|
|
2021
Q2 | $14K | Hold |
834
| – | – | ﹤0.01% | 172 |
|
|
2021
Q1 | $13K | Buy |
+834
| New | +$13K | ﹤0.01% | 169 |
|