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Carroll Financial Associates, Inc.: SCHX position timeline

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

Carroll Financial Associates, Inc. held 1,019 SCHX 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 1,019 shares
    Change vs previous 13F -62,439 shares

    0.01% of the 13F portfolio, value $116,000.

    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 63,458 shares
    Change vs previous 13F +548 shares

    0.37% of the 13F portfolio, value $6,601,000.

    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 62,910 shares
    Change vs previous 13F +1,338 shares

    0.37% of the 13F portfolio, value $6,540,000.

    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 61,572 shares
    Change vs previous 13F +814 shares

    0.36% of the 13F portfolio, value $5,912,000.

    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 60,758 shares
    Change vs previous 13F +2,188 shares

    0.37% of the 13F portfolio, value $5,525,000.

    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 58,570 shares
    Change vs previous 13F +1,943 shares

    0.36% of the 13F portfolio, value $4,722,000.

    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 56,627 shares
    Change vs previous 13F +11,223 shares

    0.35% of the 13F portfolio, value $4,196,000.

    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 45,404 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,781,000.

    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).