Schwab U S Broad Market ETF shares owned by Smith, Moore & Co.
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Smith, Moore & Co.
from 13F filings
Historical chart of Smith, Moore & Co. investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Smith, Moore & Co. consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Smith, Moore & Co.
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.6M | 39k | 66.52 |
2024-06-30 | $2.5M | 40k | 62.87 |
2024-03-31 | $2.4M | 40k | 61.05 |
2023-09-30 | $2.1M | 43k | 49.85 |
2023-06-30 | $2.3M | 44k | 51.70 |
2023-03-31 | $2.2M | 46k | 47.85 |
2022-12-31 | $2.1M | 46k | 44.81 |
2022-09-30 | $1.9M | 45k | 41.99 |
2022-06-30 | $1.4M | 32k | 44.18 |
2022-03-31 | $1.7M | 32k | 53.40 |
2021-12-31 | $1.9M | 17k | 113.02 |
2021-09-30 | $1.7M | 17k | 103.87 |
2021-06-30 | $2.1M | 20k | 104.27 |
2021-03-31 | $1.9M | 20k | 96.72 |
2020-12-31 | $1.9M | 20k | 90.97 |
2020-09-30 | $1.6M | 21k | 79.64 |
2020-06-30 | $1.5M | 21k | 73.45 |
2020-03-31 | $905k | 15k | 60.40 |
2019-12-31 | $779k | 10k | 76.88 |
2019-09-30 | $720k | 10k | 71.05 |
2019-06-30 | $715k | 10k | 70.56 |
2019-03-31 | $635k | 9.3k | 68.08 |
2018-12-31 | $541k | 9.0k | 59.92 |
2018-09-30 | $1.6M | 22k | 70.39 |
2018-06-30 | $1.5M | 23k | 65.98 |
2018-03-31 | $1.5M | 24k | 63.80 |
2017-12-31 | $1.5M | 24k | 64.54 |
2017-09-30 | $1.5M | 24k | 60.90 |
2017-06-30 | $1.4M | 24k | 58.47 |
2017-03-31 | $1.4M | 25k | 57.06 |
2016-12-31 | $1.4M | 26k | 54.18 |
2016-09-30 | $1.4M | 26k | 52.31 |
2016-06-30 | $1.3M | 26k | 50.30 |
2016-03-31 | $340k | 6.9k | 49.26 |
2015-12-31 | $338k | 6.9k | 48.97 |
2015-09-30 | $374k | 8.1k | 46.43 |