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Clarkston Capital Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Clarkston Capital Partners’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,686
Closed -$73K – 189
2021
Q2 		$73K Hold
2,686
– – ﹤0.01% 156
2021
Q1 		$72K Buy
+2,686
New +$73.7K ﹤0.01% 156

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

Clarkston Capital Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2021, closing a stake of 2,686 shares — an estimated $73K sold.

Clarkston Capital Partners first reported a position in SCHZ in Q1 2021 and held it in 2 quarters. The position peaked at $73K in Q2 2021. 492 funds tracked by Wall St. Rank hold SCHZ as of Q3 2021.

  • Clarkston Capital Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Clarkston Capital Partners sold 2,686 Schwab US Aggregate Bond ETF shares in Q3 2021, an estimated $73K.
  • Clarkston Capital Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Clarkston Capital Partners's Schwab US Aggregate Bond ETF position peaked at $73K in Q2 2021.
  • 492 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2021.

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