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Schwab Strategic Tr 0 shares owned by Money Concepts Capital Corp

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Money Concepts Capital Corp from 13F filings

Historical chart of Money Concepts Capital Corp investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 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 Strategic Tr 0 by Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2025-03-31 $294k 11k 26.89
2022-12-31 $25k 490 51.76
2022-09-30 $3.0k 51 58.82
2022-06-30 $3.0k 51 58.82
2022-03-31 $162k 2.7k 60.67
2021-12-31 $12k 191 62.83
2021-03-31 $1.0M 17k 61.13
2020-12-31 $1.1M 18k 62.11

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Ishares Tr Us Sml Cp Value (SVAL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)

View all positions for Money Concepts Capital Corp

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Wealthfront Advisers
Municipal Employees' Retirement System of Michigan
Quadratic Capital Management
Jpmorgan Chase & Co
Sei Investments
Ing Investment Management
HPM Partners
Lincoln National
Alliancebernstein
Evoke Wealth
Central Trust & Investment
Jasper Ridge Partners
Us Bancorp
Alesco Advisors

View all funds holding Schwab Strategic Tr 0