Charles Schwab Corporation shares owned by Sumitomo Life Insurance
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sumitomo Life Insurance
from 13F filings
Historical chart of Sumitomo Life Insurance investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Sumitomo Life Insurance consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Sumitomo Life Insurance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 13k | 95.47 |
| 2025-06-30 | $1.2M | 13k | 91.24 |
| 2025-03-31 | $1.1M | 14k | 78.28 |
| 2024-12-31 | $1.1M | 14k | 74.01 |
| 2024-09-30 | $951k | 15k | 64.81 |
| 2024-06-30 | $1.1M | 14k | 73.69 |
| 2024-03-31 | $1.2M | 16k | 72.34 |
| 2023-12-31 | $1.2M | 17k | 68.80 |
| 2023-09-30 | $966k | 18k | 54.90 |
| 2023-06-30 | $1.0M | 18k | 56.68 |
| 2023-03-31 | $1.0M | 20k | 52.36 |
| 2022-12-31 | $2.4M | 29k | 83.25 |
| 2022-09-30 | $2.1M | 30k | 71.88 |
| 2022-06-30 | $2.1M | 33k | 63.18 |
| 2022-03-31 | $2.7M | 32k | 84.31 |
| 2021-12-31 | $2.8M | 33k | 84.11 |
| 2021-09-30 | $2.5M | 34k | 72.85 |
| 2021-06-30 | $2.6M | 35k | 72.81 |
| 2021-03-31 | $2.7M | 41k | 65.18 |
| 2020-12-31 | $2.3M | 43k | 53.05 |
| 2020-09-30 | $1.7M | 48k | 36.23 |
| 2020-06-30 | $1.7M | 50k | 33.73 |
| 2020-03-31 | $1.8M | 54k | 33.62 |
| 2019-12-31 | $2.5M | 54k | 47.56 |
| 2019-09-30 | $2.1M | 51k | 41.82 |
| 2019-06-30 | $2.3M | 57k | 40.19 |
| 2019-03-31 | $2.3M | 55k | 42.76 |
| 2018-12-31 | $2.5M | 61k | 41.53 |
| 2018-09-30 | $2.9M | 59k | 49.14 |
| 2018-06-30 | $3.1M | 60k | 51.10 |
| 2018-03-31 | $3.0M | 58k | 52.22 |
| 2017-12-31 | $3.1M | 60k | 51.37 |
| 2017-09-30 | $3.3M | 76k | 43.74 |
| 2017-06-30 | $3.3M | 78k | 42.96 |
| 2017-03-31 | $1.9M | 48k | 40.81 |
| 2016-12-31 | $2.0M | 51k | 39.47 |
| 2016-09-30 | $1.5M | 47k | 31.57 |
| 2016-06-30 | $1.3M | 52k | 25.32 |
| 2016-03-31 | $1.5M | 54k | 28.03 |
| 2015-12-31 | $1.8M | 56k | 32.93 |
| 2015-09-30 | $1.6M | 57k | 28.57 |
| 2015-06-30 | $1.1M | 34k | 32.66 |
| 2015-03-31 | $1.1M | 38k | 30.45 |
| 2014-12-31 | $1.3M | 42k | 30.20 |
| 2014-09-30 | $1.3M | 44k | 29.39 |
| 2014-06-30 | $1.2M | 45k | 26.92 |