Sun Life Financial shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Sun Life Financial (SLF) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Sun Life Financial
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Quarterly reported holdings in Sun Life Financial by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $98M | 1.6M | 60.06 |
| 2025-06-30 | $110M | 1.7M | 66.41 |
| 2025-03-31 | $92M | 1.6M | 57.22 |
| 2024-12-31 | $95M | 1.6M | 59.35 |
| 2024-09-30 | $92M | 1.6M | 58.07 |
| 2024-06-30 | $74M | 1.5M | 49.02 |
| 2010-12-31 | $3.6M | 119k | 30.29 |
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