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Clarkston Capital Partners, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clarkston Capital Partners, LLC on SCHD, newest first. How the timeline and the estimate are built.

Clarkston Capital Partners, LLC held 17,611 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,611 shares
    Change vs previous 13F +3 shares

    0.05% of the 13F portfolio, value $558,442.

    13F-HR 0001172661-26-003236 filed by Clarkston Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,608 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $540,223.

    13F-HR 0001398344-26-009118 filed by Clarkston Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,606 shares
    Change vs previous 13F -1,452 shares

    0.01% of the 13F portfolio, value $482,922.

    13F-HR 0001398344-26-002957 filed by Clarkston Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,058 shares
    Change vs previous 13F -633 shares

    0.01% of the 13F portfolio, value $520,273.

    13F-HR 0001398344-25-020819 filed by Clarkston Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,691 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $521,801.

    13F-HR 0001398344-25-015184 filed by Clarkston Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,709 shares
    Change vs previous 13F +382 shares

    0.01% of the 13F portfolio, value $551,053.

    13F-HR 0001398344-25-009360 filed by Clarkston Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,327 shares
    Change vs previous 13F +12,884 shares

    0.01% of the 13F portfolio, value $528,003.

    13F-HR 0001398344-25-002606 filed by Clarkston Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,443 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $544,594.

    13F-HR 0001398344-24-020187 filed by Clarkston Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).