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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,787	Closed	-$64.6K	–	162
2024 Q4	$64.6K	Buy	2,787 +237	+9%	+$5.52K	﹤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%	-$26.6K	﹤0.01%	148
2023 Q4	$73.3K	Sell	3,900 -120	-3%	-$2.11K	﹤0.01%	145
2023 Q3	$67.8K	Hold	4,020	–	–	﹤0.01%	146
2023 Q2	$70.2K	Sell	4,020 -636	-14%	-$10.5K	﹤0.01%	150
2023 Q1	$75.1K	Buy	+4,656	New	+$73.3K	﹤0.01%	153
2021 Q3	–	Sell	-834	Closed	-$14K	–	188
2021 Q2	$14K	Hold	834	–	–	﹤0.01%	172
2021 Q1	$13K	Buy	+834	New	+$13.1K	﹤0.01%	169

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Clarkston Capital Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 2,787 shares — an estimated $64.6K sold.

Clarkston Capital Partners first reported a position in SCHX in Q1 2021 and held it in 10 quarters. The position peaked at $75.1K in Q1 2023. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Clarkston Capital Partners reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
Clarkston Capital Partners sold 2,787 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $64.6K.
Clarkston Capital Partners first reported a position in Schwab US Large- Cap ETF in Q1 2021 and held it in 10 quarters.
Clarkston Capital Partners's Schwab US Large- Cap ETF position peaked at $75.1K in Q1 2023.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

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