KPCM
SCHR

Kings Point Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Kings Point Capital Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$23K Hold
848
– – ﹤0.01% 461
2021
Q4 		$24K Buy
+848
New +$23.9K ﹤0.01% 502

Other funds holding SCHR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Kings Point Capital Management held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2022 at 848 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Kings Point Capital Management first reported a position in SCHR in Q4 2021 and has held it in 2 quarters since. The position peaked at $24K in Q4 2021. 318 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

  • Kings Point Capital Management held 848 shares of Schwab Intermediately-Term US Treasury ETF worth $23K as of Q1 2022.
  • Kings Point Capital Management left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2022.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #461 holding.
  • Kings Point Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 2 quarters since.
  • Kings Point Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $24K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

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