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Schwab 5-10 Year Corporate B otr shares owned by Money Concepts Capital Corp

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Money Concepts Capital Corp from 13F filings

Historical chart of Money Concepts Capital Corp investment in Schwab 5-10 Year Corporate B otr

Tip: Access up to 7 years of quarterly data

All positions including Schwab 5-10 Year Corporate B otr 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 5-10 Year Corporate B otr by Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $549k 24k 23.08
2025-06-30 $445k 20k 22.76
2025-03-31 $285k 13k 22.46

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