KPCM
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Kings Point Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kings Point Capital Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$210K Sell
8,289
-279
-3% -$6.99K 0.02% 197
2021
Q4 		$230K Buy
+8,568
New +$229K 0.02% 212

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UBS Group
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PCIA
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BBA
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LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Kings Point Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.3% in Q1 2022, selling an estimated $6.99K and leaving 8,289 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #197.

Kings Point Capital Management first reported a position in SCHM in Q4 2021 and has held it in 2 quarters since. The position peaked at $230K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Kings Point Capital Management held 8,289 shares of Schwab US Mid-Cap ETF worth $210K as of Q1 2022.
  • Kings Point Capital Management sold 279 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $6.99K.
  • Schwab US Mid-Cap ETF made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #197 holding.
  • Kings Point Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • Kings Point Capital Management's Schwab US Mid-Cap ETF position peaked at $230K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

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