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Clarkston Capital Partners, LLC: SCHW position timeline

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

Clarkston Capital Partners, LLC held 106,637 SCHW 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 106,637 shares
    Change vs previous 13F -15,720 shares

    0.83% of the 13F portfolio, value $9,839,396.

    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 122,357 shares
    Change vs previous 13F -554,200 shares

    0.88% of the 13F portfolio, value $11,499,083.

    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 676,557 shares
    Change vs previous 13F -145,756 shares

    1.56% of the 13F portfolio, value $67,594,766.

    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 822,313 shares
    Change vs previous 13F -82,006 shares

    1.69% of the 13F portfolio, value $78,506,180.

    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 904,319 shares
    Change vs previous 13F -11,015 shares

    1.75% of the 13F portfolio, value $82,510,064.

    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 915,334 shares
    Change vs previous 13F -101,761 shares

    1.41% of the 13F portfolio, value $71,652,344.

    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 1,017,095 shares
    Change vs previous 13F -4,517 shares

    1.44% of the 13F portfolio, value $75,275,200.

    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 1,021,612 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $66,210,648.

    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).