KPCM
SCHE icon

Kings Point Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Kings Point Capital Management’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-508
Closed -$15K – 646
2021
Q4 		$15K Buy
+508
New +$15.5K ﹤0.01% 592

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Kings Point Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 508 shares — an estimated $15K sold.

Kings Point Capital Management first reported a position in SCHE in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 717 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

  • Kings Point Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Kings Point Capital Management sold 508 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $15K.
  • Kings Point Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 1 quarter.
  • Kings Point Capital Management's Schwab Emerging Markets Equity ETF position peaked at $15K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

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