Kings Point Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kings Point Capital Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$16K	Sell	692 -2,836	-80%	-$66.9K	﹤0.01%	527
2021 Q4	$90K	Buy	+3,528	New	+$91.3K	0.01%	313
2021 Q1	–	Sell	-844	Closed	-$19K	–	559
2020 Q4	$19K	Sell	844 -5,484	-87%	-$109K	﹤0.01%	422
2020 Q3	$108K	Buy	6,328 +28	+0.4%	+$482	0.01%	228
2020 Q2	$103K	Buy	6,300 +8	+0.1%	+$120	0.01%	213
2020 Q1	$81K	Buy	6,292 +28	+0.4%	+$476	0.01%	228
2019 Q4	$118K	Buy	6,264 +140	+2%	+$2.53K	0.02%	230
2019 Q3	$107K	Sell	6,124 -1,600	-21%	-$28.3K	0.02%	220
2019 Q2	$138K	Buy	+7,724	New	+$137K	0.03%	169
2017 Q2	–	Sell	-2,200	Closed	-$35K	–	353
2017 Q1	$35K	Buy	+2,200	New	+$34.5K	0.01%	252

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kings Point Capital Management's SCHA Position: Q1 2022 in Review

Kings Point Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 80% in Q1 2022, selling an estimated $66.9K and leaving 692 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Kings Point Capital Management first reported a position in SCHA in Q1 2017 and has held it in 10 quarters since. The position peaked at $138K in Q2 2019. 940 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

Kings Point Capital Management held 692 shares of Schwab U.S Small- Cap ETF worth $16K as of Q1 2022.
Kings Point Capital Management sold 2,836 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $66.9K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #527 holding.
Kings Point Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2017 and has held it in 10 quarters since.
Kings Point Capital Management's Schwab U.S Small- Cap ETF position peaked at $138K in Q2 2019.
940 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.