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Sumitomo Mitsui Financial Grp shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in Sumitomo Mitsui Financial Grp

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All positions including Sumitomo Mitsui Financial Grp held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 284k 11.77
2023-12-31 $1.8M 188k 9.68
2023-09-30 $1.5M 152k 9.85
2023-06-30 $747k 87k 8.60
2023-03-31 $330k 41k 8.00
2022-12-31 $193k 24k 8.02