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Disclosery

SMITH, MOORE & CO.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH, MOORE & CO. on SCHB, newest first. How the timeline and the estimate are built.

SMITH, MOORE & CO. held 134,510 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,510 shares
    Change vs previous 13F -2,134 shares

    0.25% of the 13F portfolio, value $3,895,410.

    13F-HR 0000200724-26-000004 filed by SMITH, MOORE & CO.
    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 136,644 shares
    Change vs previous 13F +528 shares

    0.25% of the 13F portfolio, value $3,429,764.

    13F-HR 0000200724-26-000003 filed by SMITH, MOORE & CO.
    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 136,116 shares
    Change vs previous 13F +8,796 shares

    0.27% of the 13F portfolio, value $3,570,323.

    13F-HR 0000200724-26-000001 filed by SMITH, MOORE & CO.
    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 127,320 shares
    Change vs previous 13F +923 shares

    0.25% of the 13F portfolio, value $3,273,397.

    13F-HR 0000200724-25-000007 filed by SMITH, MOORE & CO.
    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 126,397 shares
    Change vs previous 13F +12,066 shares

    0.25% of the 13F portfolio, value $3,012,041.

    13F-HR 0000200724-25-000006 filed by SMITH, MOORE & CO.
    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 114,331 shares
    Change vs previous 13F -789 shares

    0.23% of the 13F portfolio, value $2,461,546.

    13F-HR 0000200724-25-000005 filed by SMITH, MOORE & CO.
    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 115,120 shares
    Change vs previous 13F +75,721 shares

    0.24% of the 13F portfolio, value $2,613,224.

    13F-HR 0000200724-25-000002 filed by SMITH, MOORE & CO.
    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 39,399 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,620,821.

    13F-HR 0000200724-24-000007 filed by SMITH, MOORE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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