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MONEY CONCEPTS CAPITAL CORP: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONEY CONCEPTS CAPITAL CORP on SCHM, newest first. How the timeline and the estimate are built.

MONEY CONCEPTS CAPITAL CORP held 343,010 SCHM 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 343,010 shares
    Change vs previous 13F -12,580 shares

    0.59% of the 13F portfolio, value $12,646,771.

    13F-HR 0000716851-26-000010 filed by MONEY CONCEPTS CAPITAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 355,590 shares
    Change vs previous 13F +19,133 shares

    0.61% of the 13F portfolio, value $11,009,069.

    13F-HR 0000716851-26-000007 filed by MONEY CONCEPTS CAPITAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 336,457 shares
    Change vs previous 13F -1,165 shares

    0.57% of the 13F portfolio, value $10,117,274.

    13F-HR 0000716851-26-000001 filed by MONEY CONCEPTS CAPITAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 337,622 shares
    Change vs previous 13F +8,977 shares

    0.62% of the 13F portfolio, value $10,007,119.

    13F-HR 0000716851-25-000006 filed by MONEY CONCEPTS CAPITAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 328,645 shares
    Change vs previous 13F +20,251 shares

    0.62% of the 13F portfolio, value $9,218,504.

    13F-HR 0001085146-25-005096 filed by MONEY CONCEPTS CAPITAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 308,394 shares
    Change vs previous 13F +9,666 shares

    0.61% of the 13F portfolio, value $8,079,934.

    13F-HR 0001085146-25-002307 filed by MONEY CONCEPTS CAPITAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 298,728 shares
    Change vs previous 13F +196,330 shares

    0.62% of the 13F portfolio, value $8,277,752.

    13F-HR 0001085146-25-000510 filed by MONEY CONCEPTS CAPITAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 102,398 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $8,508,215.

    13F-HR 0001085146-24-005242 filed by MONEY CONCEPTS CAPITAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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