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Rakuten Group, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rakuten Group, Inc. on SCHW, newest first. How the timeline and the estimate are built.

Rakuten Group, Inc. held 268,965 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 268,965 shares
    Change vs previous 13F +19,866 shares

    0.07% of the 13F portfolio, value $24,354,787.

    13F-HR 0000898432-26-000671 filed by Rakuten Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 4 shares
    • Rakuten Investment Management, Inc.: 268,961 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 249,099 shares
    Change vs previous 13F +26,671 shares

    0.05% of the 13F portfolio, value $23,181,155.

    13F-HR 0000898432-26-000355 filed by Rakuten Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 3 shares
    • Rakuten Investment Management, Inc.: 249,096 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 222,428 shares
    Change vs previous 13F +201,096 shares

    0.08% of the 13F portfolio, value $22,534,027.

    13F-HR 0000898432-26-000121 filed by Rakuten Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 109 shares
    • Rakuten Investment Management, Inc.: 222,319 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,332 shares
    Change vs previous 13F +21,306 shares

    0.01% of the 13F portfolio, value $3,012,614.

    13F-HR 0000898432-25-000856 filed by Rakuten Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 155 shares
    • Rakuten Investment Management, Inc.: 21,177 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 26 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $2,372.

    13F-HR/A 0002009539-25-000010 filed by Rakuten Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,523.

    13F-HR 0002009539-25-000004 filed by Rakuten Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).