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Schwab Strategic Tr us dividend eq shares owned by Sumitomo Life Insurance

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

Historical chart of Sumitomo Life Insurance 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 Life Insurance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Sumitomo Life Insurance

Quarter filed Position value Share count Share price at filing
2024-03-31 $471M 6.3M 74.58
2023-12-31 $228M 3.0M 76.13

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Vanguard Whitehall Fds High Div Yld Common (VYM)
Schwab Strategic Tr Us Dividend Eq Common (SCHD)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf Common (VWO)
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Ishares S&p Gsci Commodity- Unit Ben Int Common (GSG)
Apple Common (AAPL)
Amazon Common (AMZN)
Vanguard Index Fds S&p 500 Etf Common (VOO)
Alphabet Inc Cap Stk Cl A Common (GOOGL)

View all positions for Sumitomo Life Insurance

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq