Parsec Financial Management, Inc. Schwab Strategic U.S. Mid Cap Call Options Transaction History

Parsec Financial Management, Inc.

$2.37 Billion
Q1 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

925

Shares Held

96.1M

Call Options Held

6.2K

Put Options Held

3K

Financial Engines Advisors L.L.C. Santa Clara, CA

21.2M
Shares

$586 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$271 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$87.7 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$63 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$61.6 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Parsec Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Parsec Financial Management, Inc. with notifications on news.