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Sumitomo Mitsui Trust Group, Inc.: SCHW position timeline

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

Sumitomo Mitsui Trust Group, Inc. held 3,460,277 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,460,277 shares
    Change vs previous 13F -92,148 shares

    0.18% of the 13F portfolio, value $319,279,759.

    13F-HR 0001214659-26-009184 filed by Sumitomo Mitsui Trust 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 3,552,425 shares
    Change vs previous 13F -271,172 shares

    0.22% of the 13F portfolio, value $333,856,902.

    13F-HR 0001214659-26-005304 filed by Sumitomo Mitsui Trust 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 3,823,597 shares
    Change vs previous 13F -178,816 shares

    0.22% of the 13F portfolio, value $382,015,576.

    13F-HR 0001214659-26-000765 filed by Sumitomo Mitsui Trust 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 4,002,413 shares
    Change vs previous 13F +85,148 shares

    0.22% of the 13F portfolio, value $382,110,369.

    13F-HR 0001214659-25-015331 filed by Sumitomo Mitsui Trust 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 3,917,265 shares
    Change vs previous 13F +83,750 shares

    0.22% of the 13F portfolio, value $357,411,259.

    13F-HR 0001214659-25-011183 filed by Sumitomo Mitsui Trust 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 3,833,515 shares
    Change vs previous 13F +292,102 shares

    0.21% of the 13F portfolio, value $300,087,554.

    13F-HR 0001214659-25-006359 filed by Sumitomo Mitsui Trust 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 3,541,413 shares
    Change vs previous 13F +194,807 shares

    0.18% of the 13F portfolio, value $262,099,976.

    13F-HR 0001214659-25-001416 filed by Sumitomo Mitsui Trust 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 3,346,606 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $216,893,535.

    13F-HR 0001214659-24-018417 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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