Smartfinancial shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Smartfinancial (SMBK) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Smartfinancial
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Quarterly reported holdings in Smartfinancial by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 120k | 35.73 |
| 2025-06-30 | $1.4M | 43k | 33.78 |
| 2025-03-31 | $1.4M | 44k | 31.08 |
| 2024-12-31 | $1.4M | 44k | 30.98 |
| 2024-09-30 | $1.3M | 44k | 29.14 |
| 2024-06-30 | $1.0M | 44k | 23.67 |
| 2024-03-31 | $895k | 43k | 21.07 |
| 2023-12-31 | $1.0M | 43k | 24.49 |
| 2023-09-30 | $907k | 42k | 21.37 |
| 2023-06-30 | $913k | 42k | 21.51 |
| 2023-03-31 | $967k | 42k | 23.14 |
| 2022-12-31 | $1.1M | 41k | 27.50 |
| 2022-09-30 | $996k | 40k | 24.71 |
| 2022-06-30 | $974k | 40k | 24.17 |
| 2022-03-31 | $951k | 37k | 25.61 |
| 2021-12-31 | $992k | 36k | 27.38 |
| 2021-09-30 | $937k | 36k | 25.87 |
| 2021-06-30 | $837k | 35k | 24.02 |
| 2021-03-31 | $784k | 36k | 21.68 |
| 2020-12-31 | $596k | 33k | 18.14 |
| 2020-09-30 | $447k | 33k | 13.60 |
| 2020-06-30 | $555k | 34k | 16.19 |
| 2020-03-31 | $480k | 32k | 15.24 |
| 2019-12-31 | $745k | 32k | 23.65 |
| 2019-09-30 | $703k | 34k | 20.85 |
| 2019-06-30 | $633k | 29k | 21.72 |
| 2019-03-31 | $500k | 26k | 18.91 |
| 2018-12-31 | $441k | 24k | 18.30 |
| 2018-09-30 | $568k | 24k | 23.57 |
| 2018-06-30 | $552k | 21k | 25.79 |
| 2018-03-31 | $300k | 13k | 23.62 |
| 2017-12-31 | $276k | 13k | 21.73 |
| 2017-09-30 | $306k | 13k | 24.09 |
| 2017-06-30 | $304k | 13k | 23.94 |
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