Parsec Financial Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Parsec Financial Management, Inc.

  • $2.37 Billion
  • Q1 2023

A detailed history of Parsec Financial Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Parsec Financial Management, Inc. holds 6,041 shares of SCHD stock, worth $167,879. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,041
Previous 6,277 3.76%
Holding current value
$167,879
Previous $474,000 6.96%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 06, 2023
SELL
$70.28 - $78.03 $16,586 - $18,415
-236 Reduced 3.76%
6,041 $441,000
Q4 2022

Feb 06, 2023
SELL
$67.16 - $79.06 $9,536 - $11,226
-142 Reduced 2.21%
6,277 $474,000
Q3 2022

Nov 07, 2022
BUY
$66.43 - $77.87 $85,694 - $100,452
1,290 Added 25.15%
6,419 $426,000
Q4 2021

Feb 08, 2022
SELL
$74.93 - $80.86 $4,945 - $5,336
-66 Reduced 1.27%
5,129 $415,000
Q3 2021

Nov 10, 2021
BUY
$74.23 - $78.13 $110,676 - $116,491
1,491 Added 40.25%
5,195 $409,000
Q1 2021

Apr 23, 2021
SELL
$63.23 - $73.67 $2,971 - $3,462
-47 Reduced 1.25%
3,704 $270,000
Q4 2020

Feb 03, 2021
SELL
$54.8 - $65.16 $6,521 - $7,754
-119 Reduced 3.07%
3,751 $241,000
Q3 2020

Nov 06, 2020
BUY
$50.37 - $58.54 $194,931 - $226,549
3,870 New
3,870 $214,000
Q1 2020

May 08, 2020
SELL
$39.5 - $59.28 $163,214 - $244,944
-4,132 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
$52.87 - $58.15 $218,458 - $240,275
4,132 New
4,132 $239,000

Others Institutions Holding SCHD

# of Institutions
1,924
Shares Held
814M
Call Options Held
4.87M
Put Options Held
2.74M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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