CFA
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Carroll Financial Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Carroll Financial Associates’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-795
Closed -$11K – 1209
2016
Q2 		$11K Buy
+795
New +$11K ﹤0.01% 768