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Charles Schwab Corporation shares owned by Sumitomo Mitsui Asset Management Company

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sumitomo Mitsui Asset Management Company from 13F filings

Historical chart of Sumitomo Mitsui Asset Management Company investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Sumitomo Mitsui Asset Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Sumitomo Mitsui Asset Management Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 163k 72.34
2023-12-31 $11M 156k 68.80
2023-09-30 $8.3M 151k 54.90
2023-06-30 $8.2M 145k 56.68
2023-03-31 $6.3M 121k 52.38
2022-12-31 $9.6M 115k 83.26
2022-09-30 $7.8M 109k 71.87
2022-06-30 $6.3M 99k 63.18
2022-03-31 $8.0M 95k 84.31
2021-12-31 $8.0M 95k 84.10
2021-09-30 $6.6M 91k 72.84
2021-06-30 $6.7M 92k 72.80
2021-03-31 $6.3M 97k 65.17
2020-12-31 $5.1M 96k 53.04
2020-09-30 $2.6M 73k 36.22
2020-06-30 $2.4M 72k 33.73
2020-03-31 $2.4M 71k 33.61
2019-12-31 $3.5M 73k 47.55
2019-09-30 $3.1M 74k 41.83
2019-06-30 $2.7M 68k 40.18
2019-03-31 $7.4M 172k 42.76
2018-12-31 $7.2M 172k 41.53
2018-09-30 $8.7M 176k 49.15
2018-06-30 $8.8M 172k 51.10
2018-03-31 $9.6M 184k 52.21
2017-12-31 $10M 195k 51.37
2017-09-30 $10M 238k 43.74
2017-06-30 $12M 269k 42.96
2017-03-31 $12M 301k 40.81
2016-12-31 $13M 333k 39.47
2016-09-30 $13M 401k 31.57
2016-06-30 $10M 401k 25.31
2016-03-31 $11M 399k 28.02
2015-12-31 $13M 396k 32.93
2015-09-30 $12M 427k 28.56
2015-06-30 $19M 584k 32.65
2015-03-31 $17M 569k 30.44
2014-12-31 $3.0M 101k 30.19
2014-09-30 $3.2M 108k 29.39
2014-06-30 $3.1M 115k 26.93
2014-03-31 $3.3M 122k 27.33
2013-12-31 $3.4M 129k 26.00
2013-09-30 $2.9M 139k 21.14
2013-06-30 $3.1M 144k 21.22
2013-03-31 $2.2M 122k 17.69
2012-12-31 $2.0M 138k 14.36
2012-09-30 $1.9M 150k 12.78
2012-06-30 $2.0M 155k 12.93
2012-03-31 $2.1M 149k 14.36
2011-12-31 $1.8M 161k 11.26
2011-09-30 $1.9M 166k 11.27
2011-06-30 $2.3M 142k 16.45
2011-03-31 $2.7M 151k 18.03