Charles Schwab Corporation shares owned by Sumitomo Mitsui Trust Holdings
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sumitomo Mitsui Trust Holdings
from 13F filings
Historical chart of Sumitomo Mitsui Trust Holdings investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Sumitomo Mitsui Trust Holdings 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 Mitsui Trust Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $382M | 4.0M | 95.47 |
| 2025-06-30 | $357M | 3.9M | 91.24 |
| 2025-03-31 | $300M | 3.8M | 78.28 |
| 2024-12-31 | $262M | 3.5M | 74.01 |
| 2024-09-30 | $217M | 3.3M | 64.81 |
| 2024-06-30 | $243M | 3.3M | 73.69 |
| 2024-03-31 | $273M | 3.8M | 72.34 |
| 2023-12-31 | $259M | 3.8M | 68.80 |
| 2023-09-30 | $208M | 3.8M | 54.90 |
| 2023-06-30 | $220M | 3.9M | 56.68 |
| 2023-03-31 | $235M | 4.5M | 52.38 |
| 2022-12-31 | $370M | 4.4M | 83.26 |
| 2022-09-30 | $323M | 4.5M | 71.87 |
| 2022-06-30 | $272M | 4.3M | 63.18 |
| 2022-03-31 | $347M | 4.1M | 84.31 |
| 2021-12-31 | $337M | 4.0M | 84.10 |
| 2021-09-30 | $306M | 4.2M | 72.84 |
| 2021-06-30 | $377M | 5.2M | 72.81 |
| 2021-03-31 | $399M | 6.1M | 65.18 |
| 2020-12-31 | $335M | 6.3M | 53.04 |
| 2020-09-30 | $204M | 5.6M | 36.23 |
| 2020-06-30 | $174M | 5.2M | 33.74 |
| 2020-03-31 | $187M | 5.5M | 33.62 |
| 2019-12-31 | $248M | 5.2M | 47.56 |
| 2019-09-30 | $220M | 5.3M | 41.83 |
| 2019-06-30 | $213M | 5.3M | 40.19 |
| 2019-03-31 | $232M | 5.4M | 42.76 |
| 2018-12-31 | $225M | 5.5M | 41.06 |
| 2018-09-30 | $231M | 4.7M | 49.15 |
| 2018-06-30 | $230M | 4.5M | 51.10 |
| 2018-03-31 | $218M | 4.2M | 52.22 |
| 2017-12-31 | $208M | 4.0M | 51.37 |
| 2017-09-30 | $167M | 3.8M | 43.74 |
| 2017-06-30 | $163M | 3.8M | 42.96 |
| 2017-03-31 | $141M | 3.5M | 40.81 |
| 2016-12-31 | $135M | 3.4M | 39.47 |
| 2016-09-30 | $105M | 3.3M | 31.57 |
| 2016-06-30 | $84M | 3.3M | 25.31 |
| 2016-03-31 | $94M | 3.4M | 28.02 |
| 2015-12-31 | $108M | 3.2M | 33.25 |
| 2015-09-30 | $93M | 3.2M | 28.56 |
| 2015-06-30 | $99M | 3.0M | 32.65 |
| 2015-03-31 | $92M | 3.0M | 30.44 |
| 2014-12-31 | $83M | 2.7M | 30.35 |
| 2014-09-30 | $85M | 2.9M | 29.39 |
| 2014-06-30 | $78M | 2.9M | 26.93 |
| 2014-03-31 | $95M | 3.5M | 27.33 |
| 2013-12-31 | $90M | 3.5M | 25.58 |
| 2013-09-30 | $75M | 3.5M | 21.14 |
| 2013-06-30 | $76M | 3.6M | 21.23 |
| 2013-03-31 | $62M | 3.5M | 17.69 |
| 2012-12-31 | $56M | 4.0M | 14.14 |
| 2012-09-30 | $54M | 4.2M | 12.78 |
| 2012-03-31 | $51M | 3.5M | 14.37 |
| 2011-12-31 | $47M | 4.1M | 11.26 |
| 2011-09-30 | $45M | 4.0M | 11.27 |
| 2011-06-30 | $77M | 4.7M | 16.45 |
More positions owned by Sumitomo Mitsui Trust Holdings
View all positions for Sumitomo Mitsui Trust Holdings