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Disclosery

Parsec Financial Management, Inc.: SCHW position timeline

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

Parsec Financial Management, Inc. held 164,267 SCHW shares at 2023-03-31 per its 13F-HR filed 2023-04-06.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 164,267 shares
    Change vs previous 13F +7,863 shares

    0.36% of the 13F portfolio, value $8,604,291.

    13F-HR 0001349138-23-000004 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 156,404 shares
    Change vs previous 13F +5,566 shares

    0.58% of the 13F portfolio, value $13,022,236.

    13F-HR 0001349138-23-000001 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 150,838 shares
    Change vs previous 13F +10,654 shares

    0.54% of the 13F portfolio, value $10,841,000.

    13F-HR 0001349138-22-000005 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 140,184 shares
    Change vs previous 13F +19,096 shares

    0.43% of the 13F portfolio, value $8,857,000.

    13F-HR 0001349138-22-000004 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 121,088 shares
    Change vs previous 13F +3,594 shares

    0.43% of the 13F portfolio, value $10,209,000.

    13F-HR 0001349138-22-000003 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 117,494 shares
    Change vs previous 13F -221 shares

    0.41% of the 13F portfolio, value $9,881,000.

    13F-HR 0001349138-22-000002 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 117,715 shares
    Change vs previous 13F -10,135 shares

    0.4% of the 13F portfolio, value $9,509,000.

    13F-HR 0001349138-21-000006 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 127,850 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $9,309,000.

    13F-HR 0001349138-21-000005 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).