Parsec Financial Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Parsec Financial Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-21,459	Closed	-$316K	–	286
2022 Q2	$316K	Sell	21,459 -723	-3%	-$11.6K	0.02%	241
2022 Q1	$395K	Sell	22,182 -294	-1%	-$5.16K	0.02%	237
2021 Q4	$423K	Hold	22,476	–	–	0.02%	223
2021 Q3	$424K	Sell	22,476 -2,100	-9%	-$37.3K	0.02%	221
2021 Q2	$427K	Buy	+24,576	New	+$416K	0.02%	210
2020 Q1	–	Sell	-16,338	Closed	-$209K	–	260
2019 Q4	$209K	Buy	+16,338	New	+$200K	0.01%	246
2019 Q3	–	Sell	-17,136	Closed	-$201K	–	249
2019 Q2	$201K	Buy	+17,136	New	+$198K	0.01%	230
2019 Q1	–	Sell	-121,434	Closed	-$1.21M	–	244
2018 Q4	$1.21M	Buy	+121,434	New	+$1.31M	0.09%	132

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return