Carroll Financial Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Carroll Financial Associates’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$0	Hold	18	–	–	﹤0.01%	1890
2021 Q3	$0	Hold	18	–	–	﹤0.01%	1919
2021 Q2	$0	Hold	18	–	–	﹤0.01%	1834
2021 Q1	$0	Hold	18	–	–	﹤0.01%	1746
2020 Q4	$0	Hold	18	–	–	﹤0.01%	1642
2020 Q3	$0	Hold	18	–	–	﹤0.01%	1650
2020 Q2	$0	Hold	18	–	–	﹤0.01%	1665
2020 Q1	$0	Hold	18	–	–	﹤0.01%	1641
2019 Q4	$0	Hold	18	–	–	﹤0.01%	1671
2019 Q3	$0	Sell	18 -40	-69%	-$1.02K	﹤0.01%	1681
2019 Q2	$1K	Buy	58 +40	+222%	+$1.04K	﹤0.01%	1503
2019 Q1	$0	Hold	18	–	–	﹤0.01%	1481
2018 Q4	$0	Hold	18	–	–	﹤0.01%	1380
2018 Q3	$0	Hold	18	–	–	﹤0.01%	1352
2018 Q2	$0	Hold	18	–	–	﹤0.01%	1317
2018 Q1	$0	Hold	18	–	–	﹤0.01%	1329
2017 Q4	$0	Hold	18	–	–	﹤0.01%	1293
2017 Q3	$0	Hold	18	–	–	﹤0.01%	1250
2017 Q2	$0	Hold	18	–	–	﹤0.01%	1234
2017 Q1	$0	Hold	18	–	–	﹤0.01%	1223
2016 Q4	$0	Hold	18	–	–	﹤0.01%	1209
2016 Q3	$0	Sell	18 -119	-87%	-$2.69K	﹤0.01%	1204
2016 Q2	$2K	Buy	+137	New	+$2.82K	﹤0.01%	1062
2015 Q4	–	Sell	-5	Closed	–	–	1152
2015 Q3	$0	Hold	5	–	–	﹤0.01%	1155
2015 Q2	$0	Buy	+5	New	+$128	﹤0.01%	1127
2014 Q4	–	Sell	-5	Closed	–	–	862
2014 Q3	$0	Hold	5	–	–	﹤0.01%	933
2014 Q2	$0	Hold	5	–	–	﹤0.01%	949
2014 Q1	$0	Hold	5	–	–	﹤0.01%	923
2013 Q4	$0	Hold	5	–	–	﹤0.01%	882
2013 Q3	$0	Hold	5	–	–	﹤0.01%	853
2013 Q2	$0	Buy	+5	New	+$125	﹤0.01%	686

Other funds holding SCHE

CSIA

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Carroll Financial Associates's SCHE Position: Q4 2021 in Review

Carroll Financial Associates held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q4 2021 at 18 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Carroll Financial Associates first reported a position in SCHE in Q2 2013 and has held it in 31 quarters since. The position peaked at $2K in Q2 2016. 735 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

Carroll Financial Associates held 18 shares of Schwab Emerging Markets Equity ETF worth $0 as of Q4 2021.
Carroll Financial Associates left its Schwab Emerging Markets Equity ETF share count unchanged in Q4 2021.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1890 holding.
Carroll Financial Associates first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and has held it in 31 quarters since.
Carroll Financial Associates's Schwab Emerging Markets Equity ETF position peaked at $2K in Q2 2016.
735 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.