Carroll Financial Associates’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,710	Closed	-$135K	–	1891
2021 Q3	$135K	Buy	+2,710	New	+$140K	0.01%	473

Other funds holding SCHQ

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NCM

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CCFM

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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CST

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AHSSHC

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FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CSIA

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

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

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

Carroll Financial Associates sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2021, closing a stake of 2,710 shares — an estimated $135K sold.

Carroll Financial Associates first reported a position in SCHQ in Q3 2021 and held it in 1 quarter. The position peaked at $135K in Q3 2021. 15 funds tracked by Wall St. Rank hold SCHQ as of Q4 2021.

Carroll Financial Associates reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 2,710 Schwab Long-Term US Treasury ETF shares in Q4 2021, an estimated $135K.
Carroll Financial Associates first reported a position in Schwab Long-Term US Treasury ETF in Q3 2021 and held it in 1 quarter.
Carroll Financial Associates's Schwab Long-Term US Treasury ETF position peaked at $135K in Q3 2021.
15 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2021.

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