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Carroll Financial Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$5K Hold
190
– – ﹤0.01% 1349
2021
Q3 		$5K Hold
190
– – ﹤0.01% 1379
2021
Q2 		$5K Buy
+190
New +$5.16K ﹤0.01% 1447
2019
Q3 		– Sell
-282
Closed -$7K – 1683
2019
Q2 		$7K Buy
+282
New +$7.33K ﹤0.01% 1124

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

Carroll Financial Associates held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q4 2021 at 190 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Carroll Financial Associates first reported a position in SCHZ in Q2 2019 and has held it in 4 quarters since. The position peaked at $7K in Q2 2019. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Carroll Financial Associates held 190 shares of Schwab US Aggregate Bond ETF worth $5K as of Q4 2021.
  • Carroll Financial Associates left its Schwab US Aggregate Bond ETF share count unchanged in Q4 2021.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1349 holding.
  • Carroll Financial Associates first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and has held it in 4 quarters since.
  • Carroll Financial Associates's Schwab US Aggregate Bond ETF position peaked at $7K in Q2 2019.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

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