SMITH, MOORE & CO.

Position in SCHW — Schwab Charles Corp

CIK 200724 CLAYTON, MO

Position in SCHW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$480,449

-$272,424 QoQ

Shares Held

5,207

-35.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,527

of 2,304 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SMITH, MOORE & CO. holds $2,356,501 across 4 Capital Markets names. SCHW ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,163	$1,176,223
2	SCHW	Schwab Charles Corp This page	5,207	$480,449
3	HOOD	Robinhood Markets, Inc.	3,706	$371,637
4	MS	Morgan Stanley	1,570	$328,192

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$480,449	5,207	-35.0%	Shares	Sole	2026-08-12
2026-03-31	$752,873	8,011	-33.3%	Shares	Sole	2026-05-05
2025-12-31	$1,200,218	12,013	-15.1%	Shares	Sole	2026-01-23
2025-09-30	$1,350,327	14,144	-2.0%	Shares	Sole	2025-11-12
2025-06-30	$1,317,049	14,435	+3.3%	Shares	Sole	2025-08-13
2025-03-31	$1,094,197	13,978	-4.9%	Shares	Sole	2025-05-15
2024-12-31	$1,087,576	14,695	-6.4%	Shares	Sole	2025-02-13
2024-09-30	$1,017,257	15,696	+15.4%	Shares	Sole	2024-11-12
2024-06-30	$1,002,699	13,607	+9.2%	Shares	Sole	2024-08-14
2024-03-31	$901,501	12,462	-7.5%	Shares	Sole	2024-05-13
2023-12-31	$926,804	13,471	-8.2%	Shares	Sole	2024-02-13
2023-06-30	$831,608	14,672	+0.7%	Shares	Sole	2023-08-11
2023-03-31	$763,333	14,573	+21.1%	Shares	Sole	2023-05-12
2022-12-31	$1,002,283	12,038	+12.8%	Shares	Sole	2023-02-13
2022-09-30	$766,996	10,672	+6.2%	Shares	Sole	2022-11-14
2022-06-30	$634,769	10,047	+10.0%	Shares	Sole	2022-08-12
2022-03-31	$770,171	9,135	-0.4%	Shares	Sole	2022-05-12
2021-12-31	$771,028	9,168	+3.8%	Shares	Sole	2022-02-08
2021-09-30	$643,541	8,835	-14.0%	Shares	Sole	2021-11-12
2021-06-30	$747,613	10,268	-1.4%	Shares	Sole	2021-08-10
2021-03-31	$678,719	10,413	-3.2%	Shares	Sole	2021-05-14
2020-12-31	$570,710	10,760	+0.0%	Shares	Sole	2021-02-16
2020-09-30	$389,762	10,758	+1.4%	Shares	Sole	2020-11-12
2020-06-30	$357,846	10,606	+1.2%	Shares	Sole	2020-08-10
2020-03-31	$352,404	10,482	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.