MONEY CONCEPTS CAPITAL CORP: SCHD position timeline

MONEY CONCEPTS CAPITAL CORP held 84,864 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 84,864 shares

   Change vs previous 13F +3,373 shares

   0.12% of the 13F portfolio, value $2,691,029.

   13F-HR 0000716851-26-000010 filed by MONEY CONCEPTS CAPITAL CORP
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 81,491 shares

   Change vs previous 13F +28,076 shares

   0.14% of the 13F portfolio, value $2,500,152.

   13F-HR 0000716851-26-000007 filed by MONEY CONCEPTS CAPITAL CORP
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 53,415 shares

   Change vs previous 13F -2,606 shares

   0.08% of the 13F portfolio, value $1,465,195.

   13F-HR 0000716851-26-000001 filed by MONEY CONCEPTS CAPITAL CORP
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 56,021 shares

   Change vs previous 13F -14,619 shares

   0.09% of the 13F portfolio, value $1,529,362.

   13F-HR 0000716851-25-000006 filed by MONEY CONCEPTS CAPITAL CORP
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 70,640 shares

   Change vs previous 13F -86,707 shares

   0.13% of the 13F portfolio, value $1,871,963.

   13F-HR 0001085146-25-005096 filed by MONEY CONCEPTS CAPITAL CORP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 157,347 shares

   Change vs previous 13F -50,505 shares

   0.33% of the 13F portfolio, value $4,399,426.

   13F-HR 0001085146-25-002307 filed by MONEY CONCEPTS CAPITAL CORP
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 207,852 shares

   Change vs previous 13F +139,796 shares

   0.42% of the 13F portfolio, value $5,678,530.

   13F-HR 0001085146-25-000510 filed by MONEY CONCEPTS CAPITAL CORP
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 68,056 shares

   Change vs previous 13F not available

   0.44% of the 13F portfolio, value $5,752,757.

   13F-HR 0001085146-24-005242 filed by MONEY CONCEPTS CAPITAL CORP
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).