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SUMITOMO MITSUI FINANCIAL GROUP, INC.: SCHW position timeline

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

SUMITOMO MITSUI FINANCIAL GROUP, INC. held 235,706 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 235,706 shares
    Change vs previous 13F +1,033 shares

    0.15% of the 13F portfolio, value $21,748,593.

    13F-HR 0001193125-26-311231 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    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 234,673 shares
    Change vs previous 13F +3,176 shares

    0.18% of the 13F portfolio, value $22,054,569.

    13F-HR 0001193125-26-174894 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    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 231,497 shares
    Change vs previous 13F +1,513 shares

    0.18% of the 13F portfolio, value $23,128,865.

    13F-HR 0001193125-26-034373 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    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 229,984 shares
    Change vs previous 13F +5,844 shares

    0.18% of the 13F portfolio, value $21,956,572.

    13F-HR 0001193125-25-249288 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    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 224,140 shares
    Change vs previous 13F +10,817 shares

    0.18% of the 13F portfolio, value $20,450,534.

    13F-HR 0000950123-25-006259 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    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 213,323 shares
    Change vs previous 13F +18,999 shares

    0.17% of the 13F portfolio, value $16,698,924.

    13F-HR 0000950123-25-003781 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    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 194,324 shares
    Change vs previous 13F +17,804 shares

    0.15% of the 13F portfolio, value $14,381,919.

    13F-HR 0000950123-25-000621 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    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 176,520 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,440,261.

    13F-HR 0000950123-24-009729 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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