Clarkston Capital Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1562855 ROCHESTER, MI

Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$9,839,395

-$1,659,715 QoQ

Shares Held

106,637

-12.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#509

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Clarkston Capital Partners, LLC holds $31,387,633 across 2 Capital Markets names. SCHW ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LPLA	LPL Financial Holdings Inc.	76,499	$21,548,238
2	SCHW	Schwab Charles Corp This page	106,637	$9,839,395

All Filings in SCHW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,839,395	106,637	-12.8%	Shares	Sole	2026-08-11
2026-03-31	$11,499,110	122,357	-81.9%	Shares	Sole	2026-05-14
2025-12-31	$67,594,809	676,557	-17.7%	Shares	Sole	2026-02-13
2025-09-30	$78,506,222	822,313	-9.1%	Shares	Sole	2025-11-13
2025-06-30	$82,510,065	904,319	-1.2%	Shares	Sole	2025-08-13
2025-03-31	$71,652,345	915,334	-10.0%	Shares	Sole	2025-05-14
2024-12-31	$75,275,200	1,017,095	-0.4%	Shares	Sole	2025-02-13
2024-09-30	$66,210,673	1,021,612	+0.2%	Shares	Sole	2024-11-07
2024-06-30	$75,167,337	1,020,048	-2.5%	Shares	Sole	2024-08-14
2024-03-31	$75,714,805	1,046,652	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$72,087,814	1,047,788	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$57,455,046	1,046,540	-2.8%	Shares	Sole	2023-11-02
2023-06-30	$61,057,113	1,077,225	+10.2%	Shares	Sole	2023-08-07
2023-03-31	$51,208,626	977,637	+25.7%	Shares	Sole	2023-05-15
2022-12-31	$64,780,193	778,047	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$55,850,320	777,102	+2.4%	Shares	Sole	2022-11-16
2022-06-30	$47,931,633	758,652	+4.0%	Shares	Sole	2022-08-10
2022-03-31	$61,473,287	729,134	-7.5%	Shares	Sole	2022-05-09
2021-12-31	$66,305,869	788,417	-5.3%	Shares	Sole	2022-02-14
2021-09-30	$60,651,245	832,664	-1.1%	Shares	Sole	2021-11-10
2021-06-30	$61,283,376	841,689	+0.1%	Shares	Sole	2021-08-16
2021-03-31	$54,827,069	841,164	+5.8%	Shares	Sole	2021-05-14
2020-12-31	$42,174,915	795,153	+5.2%	Shares	Sole	2021-02-16
2020-09-30	$27,393,611	756,103	-1.8%	Shares	Sole	2020-11-16
2020-06-30	$25,969,104	769,683	-11.8%	Shares	Sole	2020-08-12
2020-03-31	$29,326,322	872,288	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.