Parsec Financial Management, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Parsec Financial Management, Inc. holds 622,584 shares of SCHX stock, worth $40 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
622,584
Previous 634,418 1.87%
Holding current value
$40 Million
Previous $28.6 Million 5.14%
% of portfolio
1.27%
Previous 1.28%

Shares

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

Apr 06, 2023
SELL
$44.78 - $49.41 $529,926 - $584,717
-11,834 Reduced 1.87%
622,584 $30.1 Million
Q4 2022

Feb 06, 2023
BUY
$44.01 - $48.16 $553,469 - $605,660
12,576 Added 2.02%
634,418 $28.6 Million
Q3 2022

Nov 07, 2022
SELL
N/A
-19,217 Reduced 3.0%
621,842 $26.3 Million
Q2 2022

Jul 06, 2022
SELL
N/A
-62,360 Reduced 8.87%
641,059 $28.6 Million
Q1 2022

May 09, 2022
BUY
N/A
326,246 Added 86.5%
703,419 $37.9 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-4,474 Reduced 1.17%
377,173 $42.9 Million
Q3 2021

Nov 10, 2021
SELL
N/A
-31,764 Reduced 7.68%
381,647 $43.3 Million
Q2 2021

Jul 26, 2021
SELL
N/A
-22,275 Reduced 5.11%
413,411 $43 Million
Q1 2021

Apr 23, 2021
SELL
N/A
-28,457 Reduced 6.13%
435,686 $41.8 Million
Q4 2020

Feb 03, 2021
SELL
N/A
-12,605 Reduced 2.64%
464,143 $42.2 Million
Q3 2020

Nov 06, 2020
SELL
N/A
-10,842 Reduced 2.22%
476,748 $38.4 Million
Q2 2020

Aug 04, 2020
BUY
N/A
5,075 Added 1.05%
487,590 $36.1 Million
Q1 2020

May 08, 2020
BUY
N/A
151,064 Added 45.58%
482,515 $29.6 Million
Q4 2019

Jan 29, 2020
BUY
N/A
55,568 Added 20.14%
331,451 $25.5 Million
Q3 2019

Oct 23, 2019
BUY
N/A
47,948 Added 21.04%
275,883 $19.6 Million
Q2 2019

Jul 23, 2019
SELL
N/A
-6,186 Reduced 2.64%
227,935 $0
Q1 2019

Apr 25, 2019
SELL
N/A
-9,522 Reduced 3.91%
234,121 $15.8 Million
Q4 2018

Jan 29, 2019
BUY
N/A
947 Added 0.39%
243,643 $14.5 Million
Q3 2018

Oct 30, 2018
SELL
N/A
-7,874 Reduced 3.14%
242,696 $16.9 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-4,766 Reduced 1.87%
250,570 $16.3 Million
Q1 2018

Apr 25, 2018
SELL
N/A
-4,065 Reduced 1.57%
255,336 $16.1 Million
Q4 2017

Jan 26, 2018
SELL
N/A
-8,071 Reduced 3.02%
259,401 $16.5 Million
Q3 2017

Oct 25, 2017
BUY
N/A
267,472
267,472 $16.1 Million

Others Institutions Holding SCHX

# of Institutions
1,257
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Parsec Financial Management, Inc. Portfolio

Follow Parsec Financial Management, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email