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SUMITOMO MITSUI FINANCIAL GROUP, INC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMITOMO MITSUI FINANCIAL GROUP, INC. on SCHD, newest first. How the timeline and the estimate are built.

SUMITOMO MITSUI FINANCIAL GROUP, INC. held 101,369 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,369 shares
    Change vs previous 13F +27,996 shares

    0.06% of the 13F portfolio, value $3,214,411.

    13F-HR 0001193125-26-347838 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 73,373 shares
    Change vs previous 13F -37,477 shares

    0.05% of the 13F portfolio, value $2,251,084.

    13F-HR 0001193125-26-222692 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 110,850 shares
    Change vs previous 13F -16,241 shares

    0.05% of the 13F portfolio, value $3,040,616.

    13F-HR 0001193125-26-047559 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 127,091 shares
    Change vs previous 13F -15,132 shares

    0.06% of the 13F portfolio, value $3,469,584.

    13F-HR 0001193125-25-275787 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 142,223 shares
    Change vs previous 13F -37,400 shares

    0.06% of the 13F portfolio, value $3,768,910.

    13F-HR 0000950123-25-007705 filed by SUMITOMO MITSUI FINANCIAL GROUP, 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 179,623 shares
    Change vs previous 13F +16,735 shares

    0.09% of the 13F portfolio, value $5,022,259.

    13F-HR 0000950123-25-005053 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 162,888 shares
    Change vs previous 13F +114,229 shares

    0.06% of the 13F portfolio, value $4,450,100.

    13F-HR 0000950123-25-001919 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 48,659 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,113,145.

    13F-HR 0000950123-24-010599 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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