Kings Point Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$229K	Sell	12,486 -36,414	-74%	-$677K	0.02%	191
2021 Q4	$950K	Buy	48,900 +36,482	+294%	+$716K	0.08%	109
2021 Q3	$240K	Hold	12,418	–	–	0.02%	196
2021 Q2	$245K	Hold	12,418	–	–	0.02%	195
2021 Q1	$234K	Sell	12,418 -56	-0.4%	-$1.04K	0.02%	190
2020 Q4	$225K	Buy	12,474 +3,996	+47%	+$67.4K	0.02%	176
2020 Q3	$133K	Hold	8,478	–	–	0.02%	207
2020 Q2	$126K	Hold	8,478	–	–	0.02%	195
2020 Q1	$110K	Buy	+8,478	New	+$130K	0.02%	205
2018 Q1	–	Sell	-2,144	Closed	-$37K	–	379
2017 Q4	$37K	Buy	+2,144	New	+$36.5K	0.01%	261

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

PCA

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

CSIA

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

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

Kings Point Capital Management reduced its Schwab International Equity ETF (SCHF) stake by 74% in Q1 2022, selling an estimated $677K and leaving 12,486 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #191.

Kings Point Capital Management first reported a position in SCHF in Q4 2017 and has held it in 10 quarters since. The position peaked at $950K in Q4 2021. 957 funds tracked by Wall St. Rank hold SCHF as of Q1 2022.

Kings Point Capital Management held 12,486 shares of Schwab International Equity ETF worth $229K as of Q1 2022.
Kings Point Capital Management sold 36,414 Schwab International Equity ETF shares in Q1 2022, an estimated $677K.
Schwab International Equity ETF made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #191 holding.
Kings Point Capital Management first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 10 quarters since.
Kings Point Capital Management's Schwab International Equity ETF position peaked at $950K in Q4 2021.
957 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2022.

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