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Disclosery

Carroll Financial Associates, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carroll Financial Associates, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Carroll Financial Associates, Inc. held 74,154 SCHD shares at 2021-12-31 per its 13F-HR filed 2022-01-06.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 74,154 shares
    Change vs previous 13F -24,082 shares

    0.32% of the 13F portfolio, value $5,972,000.

    13F-HR 0000909012-22-000001 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-09-30
    13F 98,236 shares
    Change vs previous 13F +5,852 shares

    0.41% of the 13F portfolio, value $7,293,000.

    13F-HR 0000909012-21-000125 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-06-30
    13F 92,384 shares
    Change vs previous 13F +8,619 shares

    0.4% of the 13F portfolio, value $6,986,000.

    13F-HR 0000909012-21-000095 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-03-31
    13F 83,765 shares
    Change vs previous 13F +19,451 shares

    0.38% of the 13F portfolio, value $6,108,000.

    13F-HR 0000909012-21-000061 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-12-31
    13F 64,314 shares
    Change vs previous 13F +12,445 shares

    0.27% of the 13F portfolio, value $4,125,000.

    13F-HR 0000909012-21-000002 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-09-30
    13F 51,869 shares
    Change vs previous 13F +6,334 shares

    0.22% of the 13F portfolio, value $2,868,000.

    13F-HR 0000909012-20-000129 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-06-30
    13F 45,535 shares
    Change vs previous 13F +19,042 shares

    0.2% of the 13F portfolio, value $2,356,000.

    13F-HR 0000909012-20-000096 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-03-31
    13F 26,493 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,191,000.

    13F-HR 0000909012-20-000057 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).