Sumitomo Mitsui DS Asset Management Company, Ltd
Position in SCHW — Schwab Charles Corp
CIK 1411530
TOKYO, M0
Position in SCHW
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$22,054,568
-$1,074,297 QoQ
Shares Held
234,673
+1.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Sumitomo Mitsui DS Asset Management Company, Ltd holds $349,346,016 across 10 Capital Markets names. SCHW ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
291,119 | $246,283,762 | |
| 2 | MS |
Morgan Stanley
|
176,866 | $29,106,837 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
234,673 | $22,054,568 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
281,307 | $18,867,260 | |
| 5 | TW |
Tradeweb Markets Inc.
|
148,897 | $17,519,221 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
111,318 | $7,714,337 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
13,040 | $3,922,823 | |
| 8 | FUTU |
Futu Holdings Ltd
|
15,635 | $2,138,242 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,054,568 | 234,673 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $23,128,865 | 231,497 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $21,956,572 | 229,984 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $20,450,533 | 224,140 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $16,698,924 | 213,323 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $14,381,919 | 194,324 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $11,440,261 | 176,520 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $12,297,092 | 166,876 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,794,892 | 163,048 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $10,755,641 | 156,332 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,269,038 | 150,620 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $8,238,381 | 145,349 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,312,156 | 120,507 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $9,591,302 | 115,197 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $7,822,330 | 108,840 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $6,283,061 | 99,447 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $8,022,012 | 95,149 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $7,976,296 | 94,843 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $6,631,426 | 91,041 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $6,684,613 | 91,809 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $6,301,993 | 96,686 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,090,354 | 95,972 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,625,479 | 72,467 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,413,827 | 71,542 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,370,747 | 70,516 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||