Kings Point Capital Management’s Charles Schwab SCHW Stock Holding History

Kings Point Capital Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$90K	Buy	1,065 +565	+113%	+$49.7K	0.01%	290
2021 Q4	$42K	Hold	500	–	–	﹤0.01%	414
2021 Q3	$36K	Hold	500	–	–	﹤0.01%	405
2021 Q2	$36K	Buy	+500	New	+$35.4K	﹤0.01%	391
2021 Q1	–	Sell	-500	Closed	-$27K	–	560
2020 Q4	$27K	Sell	500 -40	-7%	-$1.81K	﹤0.01%	390
2020 Q3	$20K	Hold	540	–	–	﹤0.01%	414
2020 Q2	$18K	Hold	540	–	–	﹤0.01%	376
2020 Q1	$18K	Sell	540 -8,460	-94%	-$355K	﹤0.01%	382
2019 Q4	$428K	Buy	9,000 +26	+0.3%	+$1.15K	0.06%	133
2019 Q3	$375K	Sell	8,974 -500	-5%	-$20.2K	0.06%	134
2019 Q2	$381K	Buy	+9,474	New	+$413K	0.07%	117

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Kings Point Capital Management increased its Charles Schwab (SCHW) stake by 113% in Q1 2022, buying an estimated $49.7K and bringing the position to 1,065 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #290.

Kings Point Capital Management first reported a position in SCHW in Q2 2019 and has held it in 11 quarters since. The position peaked at $428K in Q4 2019. 1,565 funds tracked by Wall St. Rank hold SCHW as of Q1 2022.

Kings Point Capital Management held 1,065 shares of Charles Schwab worth $90K as of Q1 2022.
Kings Point Capital Management bought 565 Charles Schwab shares in Q1 2022, an estimated $49.7K.
Charles Schwab made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #290 holding.
Kings Point Capital Management first reported a position in Charles Schwab in Q2 2019 and has held it in 11 quarters since.
Kings Point Capital Management's Charles Schwab position peaked at $428K in Q4 2019.
1,565 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2022.

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