Carroll Financial Associates’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$70K	Hold	3,606	–	–	﹤0.01%	628
2021 Q3	$69K	Hold	3,606	–	–	﹤0.01%	648
2021 Q2	$71K	Hold	3,606	–	–	﹤0.01%	689
2021 Q1	$67K	Hold	3,606	–	–	﹤0.01%	690
2020 Q4	$64K	Sell	3,606 -4,710	-57%	-$79.4K	﹤0.01%	635
2020 Q3	$130K	Buy	8,316 +8,194	+6,716%	+$129K	0.01%	426
2020 Q2	$1K	Hold	122	–	–	﹤0.01%	1455
2020 Q1	$1K	Sell	122 -632	-84%	-$9.72K	﹤0.01%	1396
2019 Q4	$12K	Sell	754 -856	-53%	-$14.1K	﹤0.01%	1002
2019 Q3	$25K	Sell	1,610 -256	-14%	-$4.03K	﹤0.01%	764
2019 Q2	$29K	Buy	1,866 +128	+7%	+$2.03K	﹤0.01%	726
2019 Q1	$27K	Buy	1,738 +334	+24%	+$5.09K	﹤0.01%	687
2018 Q4	$20K	Buy	1,404 +1,322	+1,612%	+$20.2K	﹤0.01%	673
2018 Q3	$1K	Hold	82	–	–	﹤0.01%	1269
2018 Q2	$1K	Hold	82	–	–	﹤0.01%	1229
2018 Q1	$1K	Hold	82	–	–	﹤0.01%	1217
2017 Q4	$1K	Buy	82 +44	+116%	+$748	﹤0.01%	1198
2017 Q3	$0	Hold	38	–	–	﹤0.01%	1251
2017 Q2	$0	Hold	38	–	–	﹤0.01%	1235
2017 Q1	$0	Hold	38	–	–	﹤0.01%	1224
2016 Q4	$0	Hold	38	–	–	﹤0.01%	1210
2016 Q3	$0	Sell	38 -728	-95%	-$10.3K	﹤0.01%	1205
2016 Q2	$10K	Buy	+766	New	+$10.5K	﹤0.01%	785
2015 Q4	–	Sell	-10	Closed	–	–	1153
2015 Q3	$0	Hold	10	–	–	﹤0.01%	1156
2015 Q2	$0	Buy	+10	New	+$157	﹤0.01%	1128
2014 Q4	–	Sell	-10	Closed	–	–	863
2014 Q3	$0	Hold	10	–	–	﹤0.01%	934
2014 Q2	$0	Hold	10	–	–	﹤0.01%	950
2014 Q1	$0	Hold	10	–	–	﹤0.01%	924
2013 Q4	$0	Hold	10	–	–	﹤0.01%	883
2013 Q3	$0	Hold	10	–	–	﹤0.01%	854
2013 Q2	$0	Buy	+10	New	+$142	﹤0.01%	687

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

CSIA

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

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

Carroll Financial Associates held its Schwab International Equity ETF (SCHF) position steady in Q4 2021 at 3,606 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Carroll Financial Associates first reported a position in SCHF in Q2 2013 and has held it in 31 quarters since. The position peaked at $130K in Q3 2020. 955 funds tracked by Wall St. Rank hold SCHF as of Q4 2021.

Carroll Financial Associates held 3,606 shares of Schwab International Equity ETF worth $70K as of Q4 2021.
Carroll Financial Associates left its Schwab International Equity ETF share count unchanged in Q4 2021.
Schwab International Equity ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #628 holding.
Carroll Financial Associates first reported a position in Schwab International Equity ETF in Q2 2013 and has held it in 31 quarters since.
Carroll Financial Associates's Schwab International Equity ETF position peaked at $130K in Q3 2020.
955 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2021.

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