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Schwab Strategic Tr us dividend eq shares owned by Parsec Financial Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Parsec Financial Management from 13F filings

Historical chart of Parsec Financial Management investment in Schwab Strategic Tr us dividend eq

Jan 2020Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023200k300k400k400050006000
Value ($)Share countHistorical SCHD position of Parsec Financial Management Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr us dividend eq held by Parsec Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Parsec Financial Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $442k 6.0k 73.16
2022-12-31 $474k 6.3k 75.54
2022-09-30 $426k 6.4k 66.37
2022-06-30 $367k 5.1k 71.55
2022-03-31 $405k 5.1k 78.96
2021-12-31 $415k 5.1k 80.91
2021-09-30 $409k 5.2k 78.73
2021-06-30 $280k 3.7k 75.59
2021-03-31 $270k 3.7k 72.89
2020-12-31 $241k 3.8k 64.25
2020-09-30 $214k 3.9k 55.30
2019-12-31 $239k 4.1k 57.84