Money Concepts Capital Corp »

Schwab Strategic Tr us dividend eq shares owned by Money Concepts Capital Corp

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Money Concepts Capital Corp from 13F filings

Historical chart of Money Concepts Capital Corp investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Money Concepts Capital Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.2M 64k 80.63
2023-12-31 $4.8M 63k 76.13
2023-09-30 $4.1M 58k 70.76
2023-06-30 $3.9M 54k 72.62
2023-03-31 $2.2M 219k 9.83
2022-12-31 $5.7M 76k 75.54
2022-09-30 $498k 7.5k 66.47
2022-06-30 $545k 7.6k 72.15
2022-03-31 $1.3M 16k 78.90
2021-12-31 $18M 226k 80.83
2021-03-31 $7.4M 102k 72.92