Charles Schwab Corporation shares owned by Smith, Moore & Co.
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Smith, Moore & Co.
from 13F filings
Historical chart of Smith, Moore & Co. investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Smith, Moore & Co.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 14k | 95.47 |
| 2025-06-30 | $1.3M | 14k | 91.24 |
| 2025-03-31 | $1.1M | 14k | 78.28 |
| 2024-12-31 | $1.1M | 15k | 74.01 |
| 2024-09-30 | $1.0M | 16k | 64.81 |
| 2024-06-30 | $1.0M | 14k | 73.69 |
| 2024-03-31 | $902k | 13k | 72.34 |
| 2023-09-30 | $772k | 14k | 54.90 |
| 2023-06-30 | $832k | 15k | 56.68 |
| 2023-03-31 | $763k | 15k | 52.38 |
| 2022-12-31 | $1.0M | 12k | 83.26 |
| 2022-09-30 | $767k | 11k | 71.87 |
| 2022-06-30 | $635k | 10k | 63.20 |
| 2022-03-31 | $770k | 9.1k | 84.29 |
| 2021-12-31 | $771k | 9.2k | 84.10 |
| 2021-09-30 | $644k | 8.8k | 72.89 |
| 2021-06-30 | $748k | 10k | 72.85 |
| 2021-03-31 | $679k | 10k | 65.21 |
| 2020-12-31 | $571k | 11k | 53.07 |
| 2020-09-30 | $390k | 11k | 36.25 |
| 2020-06-30 | $358k | 11k | 33.75 |
| 2020-03-31 | $352k | 11k | 33.58 |
| 2019-12-31 | $375k | 7.9k | 47.59 |
| 2019-09-30 | $336k | 8.0k | 41.83 |