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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 FIN GRP INC

Yes. Charles Schwab Investment Management holds 1,244,470 shares of SMFG (Sumitomo Mitsui Fin Group), worth $29.3M, as of its Q2 2026 13F filing. It increased the position by 154,723 shares (+14.2%) from Q1 2026. Charles Schwab Investment Management has held SMFG since Q4 2022, across 15 quarterly 13F filings.

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%$19.75
34
2025-Q4
Increased
886,131
+15.0%
$17.1M0.0%$19.33
32
2025-Q3
Increased
770,429
+22.0%
$12.9M0.0%$16.74
34
2025-Q2
Increased
631,310
+9.0%
$9.5M0.0%$15.11
30
2025-Q1
Increased
579,277
+20.0%
$9M0.0%$15.46
33
2024-Q4
Increased
482,783
+18.9%
$7M0.0%$14.26
32
2024-Q3
Increased
405,921
+12.7%
$5.1M0.0%$12.43
30

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

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