KPCM
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Kings Point Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Kings Point Capital Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,812
Closed -$49K – 648
2021
Q4 		$49K Buy
+1,812
New +$49K ﹤0.01% 390

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

Kings Point Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 1,812 shares — an estimated $49K sold.

Kings Point Capital Management first reported a position in SCHZ in Q4 2021 and held it in 1 quarter. The position peaked at $49K in Q4 2021. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • Kings Point Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Kings Point Capital Management sold 1,812 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $49K.
  • Kings Point Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Kings Point Capital Management's Schwab US Aggregate Bond ETF position peaked at $49K in Q4 2021.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

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