Skip to content
Disclosery

SMITH, MOORE & CO.: SCHW position timeline

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

SMITH, MOORE & CO. held 5,207 SCHW 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 5,207 shares
    Change vs previous 13F -2,804 shares

    0.03% of the 13F portfolio, value $480,484.

    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 8,011 shares
    Change vs previous 13F -4,002 shares

    0.05% of the 13F portfolio, value $752,868.

    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 12,013 shares
    Change vs previous 13F -2,131 shares

    0.09% of the 13F portfolio, value $1,200,189.

    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 14,144 shares
    Change vs previous 13F -291 shares

    0.1% of the 13F portfolio, value $1,350,314.

    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 14,435 shares
    Change vs previous 13F +457 shares

    0.11% of the 13F portfolio, value $1,317,005.

    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 13,978 shares
    Change vs previous 13F -717 shares

    0.1% of the 13F portfolio, value $1,094,216.

    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 14,695 shares
    Change vs previous 13F -1,001 shares

    0.1% of the 13F portfolio, value $1,087,549.

    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 15,696 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,017,284.

    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).