Schwab U S Small Cap ETF shares owned by Money Concepts Capital Corp
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Money Concepts Capital Corp
from 13F filings
Historical chart of Money Concepts Capital Corp investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Money Concepts Capital Corp consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Money Concepts Capital Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $722k | 26k | 27.90 |
| 2025-06-30 | $620k | 25k | 25.30 |
| 2025-03-31 | $538k | 23k | 23.43 |
| 2024-12-31 | $615k | 24k | 25.86 |
| 2024-09-30 | $612k | 12k | 51.50 |
| 2024-06-30 | $544k | 12k | 47.45 |
| 2024-03-31 | $677k | 14k | 49.24 |
| 2023-12-31 | $626k | 13k | 47.24 |
| 2023-09-30 | $546k | 13k | 41.42 |
| 2023-06-30 | $517k | 12k | 43.80 |
| 2023-03-31 | $339k | 23k | 14.97 |
| 2022-12-31 | $1.4M | 35k | 40.51 |
| 2022-09-30 | $524k | 14k | 37.78 |
| 2022-06-30 | $564k | 14k | 39.47 |
| 2022-03-31 | $1.4M | 30k | 47.36 |
| 2021-12-31 | $1.4M | 13k | 102.43 |
| 2021-03-31 | $713k | 7.2k | 99.68 |
| 2020-12-31 | $713k | 8.0k | 89.01 |
More positions owned by Money Concepts Capital Corp
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