Sumitomo Mitsui Financial »

Schwab Strategic Tr us dividend eq shares owned by Sumitomo Mitsui Financial

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Sumitomo Mitsui Financial from 13F filings

Historical chart of Sumitomo Mitsui Financial investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Sumitomo Mitsui Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Sumitomo Mitsui Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 36k 76.13
2023-09-30 $1.8M 25k 70.76
2023-06-30 $1.7M 23k 72.62
2023-03-31 $1.3M 18k 73.16
2022-12-31 $1.2M 17k 75.54

More positions owned by Sumitomo Mitsui Financial

Ares Management Corporation Cl A Com Stk (ARES)
Ishares Tr Esg Awr Msci Usa (ESGU)
Cme (CME)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Block Cl A (SQ)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Select Sector Spdr Tr Indl (XLI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)

View all positions for Sumitomo Mitsui Financial

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
LPL Financial
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding Schwab Strategic Tr us dividend eq