KPCM
SCHV

Kings Point Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kings Point Capital Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,740
Closed -$42K – 647
2021
Q4 		$42K Buy
+1,740
New +$41.2K ﹤0.01% 415

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Mariner
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Betterment LLC
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Ameriprise
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Kings Point Capital Management's SCHV Position: Q1 2022 in Review

Kings Point Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 1,740 shares — an estimated $42K sold.

Kings Point Capital Management first reported a position in SCHV in Q4 2021 and held it in 1 quarter. The position peaked at $42K in Q4 2021. 642 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Kings Point Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Kings Point Capital Management sold 1,740 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $42K.
  • Kings Point Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Kings Point Capital Management's Schwab US Large-Cap Value ETF position peaked at $42K in Q4 2021.
  • 642 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

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