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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		$210K Sell
8,289
-279
-3% -$7.07K 0.02% 193
2021
Q4 		$230K Buy
+8,568
New +$230K 0.02% 203