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Showing 8 of 15 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in SUMITOMO MITSUI-SPONS ADR

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 1.2M shares of SMFG (SUMITOMO MITSUI-SPONS ADR), worth $29.3M as of 2026-Q2. The position was increased (+14.2% shares). SMFG represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$29.3M

Current Shares

1.2M

Total Value Change

+$24.2M

Total Shares Change

+838,549

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+14.2%
$29.3M0.0%$23.58
33
2026-Q1
Increased
1.1M
+23.0%
$21.5M0.0%$20.69
34
2025-Q4
Increased
886,131
+15.0%
$17.1M0.0%$19.39
32
2025-Q3
Increased
770,429
+22.0%
$12.9M0.0%$16.84
34
2025-Q2
Increased
631,310
+9.0%
$9.5M0.0%$15.20
30
2025-Q1
Increased
579,277
+20.0%
$9M0.0%$15.50
33
2024-Q4
Increased
482,783
+18.9%
$7M0.0%$14.32
32
2024-Q3
Increased
405,921
+12.7%
$5.1M0.0%$11.74
30

Other major holders of SMFG: MORGAN STANLEY, Fisher Asset Management, LLC

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