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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$21K	Sell	1,182 -2,910	-71%	-$51.5K	﹤0.01%	476
2021 Q4	$78K	Buy	4,092 +3,288	+409%	+$60.7K	0.01%	330
2021 Q3	$14K	Buy	804 +48	+6%	+$856	﹤0.01%	530
2021 Q2	$13K	Hold	756	–	–	﹤0.01%	515
2021 Q1	$12K	Buy	756 +24	+3%	+$376	﹤0.01%	517
2020 Q4	$11K	Buy	+732	New	+$10.5K	﹤0.01%	490
2020 Q3	–	Sell	-870	Closed	-$11K	–	490
2020 Q2	$11K	Buy	+870	New	+$10.1K	﹤0.01%	431

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

Kings Point Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 71% in Q1 2022, selling an estimated $51.5K and leaving 1,182 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Kings Point Capital Management first reported a position in SCHX in Q2 2020 and has held it in 7 quarters since. The position peaked at $78K in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

Kings Point Capital Management held 1,182 shares of Schwab US Large- Cap ETF worth $21K as of Q1 2022.
Kings Point Capital Management sold 2,910 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $51.5K.
Schwab US Large- Cap ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #476 holding.
Kings Point Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 7 quarters since.
Kings Point Capital Management's Schwab US Large- Cap ETF position peaked at $78K in Q4 2021.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

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