KPCM
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Kings Point Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Kings Point Capital Management’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$26K Hold
866
– – ﹤0.01% 441
2021
Q4 		$27K Buy
+866
New +$27.3K ﹤0.01% 479
2021
Q2 		– Sell
-542
Closed -$17K – 566
2021
Q1 		$17K Buy
+542
New +$16.7K ﹤0.01% 474

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Kings Point Capital Management held its Schwab US TIPS ETF (SCHP) position steady in Q1 2022 at 866 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Kings Point Capital Management first reported a position in SCHP in Q1 2021 and has held it in 3 quarters since. The position peaked at $27K in Q4 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Kings Point Capital Management held 866 shares of Schwab US TIPS ETF worth $26K as of Q1 2022.
  • Kings Point Capital Management left its Schwab US TIPS ETF share count unchanged in Q1 2022.
  • Schwab US TIPS ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #441 holding.
  • Kings Point Capital Management first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 3 quarters since.
  • Kings Point Capital Management's Schwab US TIPS ETF position peaked at $27K in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

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